Insurance Advisor – Onboarding & Transitions Specialist

Role Overview

• Execute end‑to‑end insurance advisor onboarding and transition processes, including recruiting support, contracting, licensing, transitions, and onboarding.
• Support new insurance advisors transitioning their books of business to Manulife Wealth Insurance Services, ensuring minimal disruption to their practices.
• Manage account setup and integration with internal systems to enable advisors to conduct insurance business effectively.
• Provide personalized, high‑touch support throughout the transition period, proactively addressing challenges and risks.
• Serve as a primary point of contact for insurance advisors during onboarding and transition, resolving issues and managing escalations.
• Build and maintain strong relationships with advisors to ensure a positive and engaging onboarding experience.
• Act as a liaison between advisors and internal partners including Compliance, Licensing, Operations, IT, Training, and Business Development.
• Foster strong relationships with internal stakeholders to drive timely outcomes and continuous improvement.
• Ensure all insurance licensing, compliance, and legal documentation is completed accurately, stored securely, and adheres to regulatory requirements.
• Accurately input and maintain advisor and client information in internal systems with a high degree of accuracy and attention to detail.
• Ensure clear, consistent communication throughout the onboarding and transition lifecycle.
• Identify opportunities to streamline onboarding and transition processes, implementing innovative solutions to enhance advisor satisfaction.
• Develop and maintain onboarding, contracting, and transition materials and resources specific to insurance advisors.
• Gather advisor feedback and collaborate with team members to implement best practices and improve operational efficiency.
• Provide ongoing transition and onboarding support to existing insurance advisors as their businesses evolve.

Requirements

• Post‑secondary degree
• Minimum 3–5+ years of experience in advisor onboarding, transitions, operations, or business development within the insurance or financial services industry
• Experience supporting insurance advisors and licensing processes strongly preferred
• Proven ability to deliver solutions in complex environments with competing priorities and limited resources
• Experience working cross‑functionally with Compliance, Licensing, Operations, IT, and Training teams
• Exceptional data entry accuracy and attention to detail.

Benefits

• health, dental, mental health, vision, short
• and long-term disability, life and AD&D insurance coverage
• adoption/surrogacy and wellness benefits
• employee/family assistance plans
• various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
• financial education and counseling resources
• generous paid time off program in Canada including holidays, vacation, personal, and sick days
• full range of statutory leaves of absence