Insurance Advisor Onboarding & Transitions Specialist

The Onboarding & Transitions Specialist is responsible for delivering an exceptional advisor onboarding and transition experience from recruitment through activation. This role manages advisor contracting, licensing validation, transfers, carrier code setup, advisor maintenance, and system updates while serving as a key liaison between advisors, carriers, compliance, field leadership, and internal operational teams.

Position Responsibilities:

Advisor Onboarding

• Coordinate end-to-end onboarding of new advisors joining the MGA.
• Review and process advisor contracting packages for completeness and accuracy.
• Facilitate advisor setup through internal systems, including WealthServ and carrier platforms.
• Partner with Compliance, Technology, and Operations teams to ensure timely activation of advisor profiles and access.

Transfers & Transitions Management

• Manage advisor transfers, branch transfers, and book-of-business transitions.
• Coordinate carrier appointments, code transfers, and advisor maintenance updates.
• Track transition activities and proactively communicate status updates to stakeholders.
• Ensure all required documentation is obtained and processed within established service standards.

Licensing & Compliance Support

• Validate advisor licensing requirements and regulatory documentation.
• Monitor licensing expiries and deficiencies and support remediation efforts.
• Ensure onboarding and transition activities adhere to regulatory, carrier, and internal compliance standards.

Carrier & Partner Relationship Management

• Liaise with insurance carriers regarding contracting, code requests, and maintenance activities.
• Escalate and resolve onboarding and transfer-related issues.
• Act as a subject matter expert for carrier onboarding requirements and processes.

Advisor Service & Support

• Serve as a primary point of contact for advisors during onboarding and transition periods.
• Provide guidance on onboarding requirements, timelines, and system access.
• Deliver a professional, responsive, and advisor-centric experience.

 Required Qualifications:

• 2-5 years of experience in insurance operations, advisor onboarding, contracting, licensing, or transfers.
• Post-secondary education in Business, Finance, Insurance, or a related field.
• Knowledge of MGA operations, advisor contracting processes, and insurance carriers.
• Experience with WealthServ or similar advisor management systems is considered an asset.
• Strong understanding of licensing and compliance requirements within the insurance industry.
• Excellent organizational, communication, and problem-solving skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.
• Bilingualism (English and French) is a strong asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec. 

Success Measures

• Advisor onboarding turnaround times.
• Transfer completion timelines.
• Advisor satisfaction and service feedback.
• Accuracy of advisor records and data maintenance.
• Compliance with regulatory and carrier requirements.
• Achievement of operational service standards and productivity targets.

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.

#LI-Hybrid

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.