Inside Wholesaler responsible for cultivating and maintaining relationships with RBC Insurance Brokers. Collaborating with Sales Consultants to achieve sales plans and develop producer acquisition strategies.
About the role
- Advisor Insurance Onboarding & Transitions Specialist responsible for onboarding new insurance advisors. Managing transitions and compliance related to advisor onboarding processes at Manulife.
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.
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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Licensed Insurance Advisor providing trusted insurance advice for home and auto solutions at RBC. Focused on delivering excellent client experience while achieving sales goals.
Life, Health & Wealth Advisor providing comprehensive insurance and financial advice at RBC Insurance. Building client relationships through business development, networking, and effective opportunity spotting.
Verzekeringsadviseur Agrarisch developing sustainable relationships with agricultural clients. Responsible for acquiring new clients while maintaining existing accounts in the Noord - Oost region.
Insurance and Senior Services Coordinator responsible for enrollment into senior - related insurance policies and providing client support. Maintaining databases and planning community programs for seniors while delivering exceptional customer service.
Team Leader overseeing Claims Payments in Short Term Insurance at Absa Bank. Leading a team to achieve cost - effective claims service delivery with a focus on compliance and operational excellence.
Insurance Agent responsible for growing personal insurance clientele and maintaining client relationships for McClain Matthews Insurance. Seeking to maximize relationships through effective client management and sales.
Examiner - in - Charge leading examinations of captive insurance companies within Vermont Department of Financial Regulation. A focus on operations, compliance, and financial reporting for oversight of these companies.
Insurance Coordinator at Mercer Advisors executing insurance coverage tasks and managing policies across product lines. Engaging with clients, brokers, and internal departments for policy management and client service.
Wound Care Verification/Authorization Specialist verifying patient eligibility for health care services at InfuSystem. Collaborating with healthcare providers for necessary authorizations and documentation support in a hybrid work environment.