Advisor Onboarding & Transitions Specialist-Insurance

This role supports our new advisors and providing key transition support for Manulife's existing advisors.

Position Responsibilities

• Advisor and Licensed Assistant Due Diligence and Insurance Contracting

• Work closely with the field team and act as key Head Office relationship support

• Package and send the due diligence documents/MWISI screening to our recruits upon request

• Conduct and analyze credit/criminal checks and regulatory checks and involve compliance when necessary to ensure recruits meet our requirements

• For insurance recruits, conduct insurance council reviews, ensure appropriate licensing and E&O coverage is in place

• Work with compliance in acquiring approvals for any outside business activities, trade names and know your advisor conversations

• Present recruits to the Due Diligence committee for approvals on a weekly basis

• Work with Legal department to draft binding agreement for sign off from senior management and recruit

• Track all activities in Salesforce ensuring accuracy

Advisor Transition Support

• Act as support for our new advisors transitioning their books of business to Manulife Wealth and Manulife Wealth Insurance Services Inc.

• Initiate paperwork outside of MWISI, by receiving MGA

• Responsible for handling stationery and signage needs for advisors in dedicated territory

• Prepare Transfer forms/ invoice for transfer-outs

• Lead new advisors using the Integration Support Program as a guideline

• Track activities created by proactive conversations with new advisors in Salesforce

• Handle advisor relocations, and manage departures

Key Operational Functions

• Maintain current E&O and licensing for MWISI only advisors

• Notify and communicate with 3rd party carriers to ensure we meet our regulatory obligations

• Ordering 3rd party selling codes

• Creating and maintaining WealthServ advisor profiles

• Act as the key relationship person between MWISI and our carriers

• Handle WealthServ feed errors, correct where require

Required Qualifications

• 3-5 years' experience within the Insurance industry

• Good communication in English

Preferred Qualifications

• Friendly, flexible, and able to deal with a lot of different personalities with outstanding communication skills

• Ability to work well under pressure

• Background in financial services, advisor services, compliance, or registration, etc. is preferred

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.

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].

Oakville, Ontario

Hybrid

Salary range is expected to be between

$53,775.00 CAD - $89,625.00 CAD

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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.