Insurance Advisor Onboarding & Transitions Specialist

The Advisor Insurance Onboarding & Transitions Specialist is a critical and multi‑functional role within Manulife’s Insurance business development organization. This role supports new advisors joining Manulife Wealth Insurance Services and provides end‑to‑end onboarding and transition support to existing insurance advisors across Canada.
 

The position plays a key role in ensuring a smooth, compliant, and positive transition experience while supporting business initiatives and change management efforts.

Position Responsibilities:

• 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.

Required Qualifications:

• 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.

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

Referenced Salary Location

Salary range is expected to be between

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.