Advisor Onboarding & Sales Activation Specialist

Manulife group; Toronto; Hybrid; CAD 63,000 - 105,000; Full time

Benefits offered by this job

Flexible work environment

Well-being and inclusion focus

Job summary

The Advisor Onboarding & Sales Activation Specialist at Manulife helps new and developing advisors navigate from contracting to active production, with an initial focus on WFG. You coordinate onboarding, ensure access to Advisor Portal, and surface tools and processes needed to begin submitting business.

You collaborate across Contracting, Operations, Technology, New Business and Service teams, resolve onboarding barriers, and develop scalable guides.

Qualifications

• Post-secondary education.
• Strong proficiency with Microsoft Office applications, including Excel and Word.
• Strong organizational, time-management, and priority-setting skills, with the ability to meet tight deadlines.
• Strong problem-solving and analytical skills, including the ability to investigate issues independently.
• Strong verbal communication and business writing skills.
• Demonstrated ability to manage multiple priorities while maintaining a high degree of accuracy and attention to detail.
• Ability to exercise discretion and tact when handling sensitive and confidential information.

Responsibilities

• Guide newly recruited WFG advisors through the Manulife onboarding journey.
• Help advisors understand contracting requirements and status.
• Support successful registration and onboarding to Advisor Portal.
• Ensure advisors understand where and how to access the tools required to conduct business.
• Identify advisors who have completed contracting but have not progressed to activation or first sale.
• Partner with Advisor Acquisition, Sales and Sales Enablement to move advisors from contracted to active.
• Provide targeted support during month-end production periods.
• Help triage and coordinate resolution of contracting, portal, process and new-business issues.
• Maintain strong relationships with Contracting, Operations, Technology, New Business and Service teams.
• Track recurring advisor pain points and recommend process, education or capability improvements.
• Develop FAQs, guides and other scalable support resources based on recurring issues.
• Use advisor feedback and data to continuously improve the onboarding journey.

Skills

MS Office

Excel

Word

Organizational skills

Time management

Problem solving

Verbal communication

Attention to detail

Discretion

Education

Post-secondary education

Job description

The Advisor Onboarding & Sales Activation Specialist is accountable for helping new and developing advisors successfully navigate the critical journey from contracting to active production with Manulife.

With an initial focus on WFG, the role provides a coordinated point of support for advisors as they complete contracting requirements, establish access to Manulife's advisor platforms, learn how to navigate key tools and processes, and begin submitting business.

The role does not replace the teams accountable for contracting, technology, new business or service. Instead, it helps advisors navigate across those functions, removes friction and coordinates resolution when issues prevent an advisor from becoming productive.

The role also provides targeted support during critical WFG production periods, including month-end, helping advisors resolve barriers that could prevent business from being successfully submitted or completed.

Position Responsibilities:

• Guide newly recruited WFG advisors through the Manulife onboarding journey.
• Help advisors understand and navigate contracting requirements and status.
• Support successful registration and onboarding to Advisor Portal.
• Ensure advisors understand where and how to access the tools required to conduct business.
• Identify advisors who have completed contracting but have not progressed to activation or first sale.
• Partner with Advisor Acquisition, Sales and Sales Enablement to move advisors from contracted to active.
• Provide targeted support during month-end production periods.
• Help triage and coordinate resolution of contracting, portal, process and new-business issues.
• Maintain strong relationships with Contracting, Operations, Technology, New Business and Service teams.
• Track recurring advisor pain points and recommend process, education or capability improvements.
• Develop FAQs, guides and other scalable support resources based on recurring issues.
• Use advisor feedback and data to continuously improve the onboarding journey.

Required Qualifications:

• Post-secondary education.

• Strong proficiency with Microsoft Office applications, including Excel and Word.
• Strong organizational, time-management, and priority-setting skills, with the ability to meet tight deadlines.

• Strong problem-solving and analytical skills, including the ability to investigate issues independently.

• Strong verbal communication and business writing skills.

• Demonstrated ability to manage multiple priorities while maintaining a high degree of accuracy and attention to detail.

• Ability to exercise discretion and tact when handling sensitive and confidential information.

Preferred Qualifications:

• Experience in or knowledge of the life insurance business and related products.

• Fast learner and self-starter who takes initiative and works proactively.

• Ability to learn new technologies quickly and become a subject matter resource for sales team members.

• Demonstrated ability to anticipate needs and adapt to changing priorities and tight deadlines.

• Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

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 [e-mail].

Referenced Salary Location

Toronto, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$62,850.00 CAD - $104,750.00 CAD

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 [e-mail] 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 [e-mail] 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 personal information collection statement.