Working as a Senior Associate in External Audit at PwC Middle East, focusing on financial services compliance. Collaborating with diverse teams to deliver high - quality audits and client relationships.
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
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