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Insurance Advisor – Onboarding & Transitions Specialist
ManulifeAdvisor onboarding and transitions specialist providing end-to-end support for insurance advisors in Canada. Ensuring smooth transitions to Manulife Wealth Insurance Services while managing compliance and documentation.
About the role
Key responsibilities & impact- Execute end‑to‑end insurance advisor onboarding and transition processes
- Support new insurance advisors transitioning their books of business to Manulife Wealth Insurance Services
- Manage account setup and integration with internal systems
- Provide personalized, high‑touch support throughout the transition period
- Serve as a primary point of contact for insurance advisors during onboarding and transition
- Build and maintain strong relationships with advisors
- Ensure all insurance licensing, compliance, and legal documentation is completed accurately
- Identify opportunities to streamline onboarding and transition processes
Requirements
What you’ll need- 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
Comp & perks- Health insurance
- Dental
- Mental health
- Vision
- Short- and long-term disability
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Generous paid time off program
- Statutory leaves of absence
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
advisor onboardingtransition processesaccount setupintegration with internal systemsdata entry accuracy
Soft Skills
personalized supportrelationship buildingattention to detailability to deliver solutionsworking cross-functionally
Certifications
insurance licensing