Advisor Onboarding & Sales Activation Specialist

Manulife/John Hancock; Toronto; Hybrid; CAD 63,000 - 105,000; Full time

Benefits offered by this job

Health benefits

Dental insurance

Vision benefits

Mental health support

Short-term disability

Long-term disability

Life and AD&D insurance

Adoption/surrogacy benefits

Wellness benefits

Employee/family assistance plans

Job summary

Manulife/John Hancock seeks an Advisor Onboarding & Sales Activation Specialist to guide newly recruited WFG advisors through onboarding and contracting, and to ensure activation to production. The role coordinates access to advisor tools, resolves onboarding issues, and collaborates with Contracting, Operations, Technology and Sales teams to remove friction.

The successful candidate will support advisors during critical production periods and continuously improve the onboarding journey using

Qualifications

• Post-secondary education completed.
• Strong proficiency with Microsoft Office, including Excel and Word.
• Strong organizational, time-management, and priority-setting skills.
• 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 with high accuracy and attention to detail.
• Ability to exercise discretion and tact with sensitive information.

Responsibilities

• Guide newly recruited WFG advisors through the Manulife onboarding journey.
• Help advisors understand contracting requirements and status.
• Support registration and onboarding to Advisor Portal.
• Ensure advisors access required tools to conduct business.
• Identify advisors who completed contracting but are not activated or selling.
• Partner with teams to move advisors from contracted to active.
• Provide support during month-end production periods.
• Triage and coordinate resolution of contracting, portal, process and new-business issues.
• Maintain relationships with Contracting, Operations, Technology, New Business and Service teams.
• Track recurring advisor issues and suggest improvements.
• Develop FAQs, guides and scalable resources.

Skills

Microsoft Office (Excel, Word)

Organizational skills

Time management

Priority setting

Problem solving

Analytical skills

Verbal communication

Business writing

Discretion with confidential info

Education

Post-secondary education

Tools

Advisor Portal

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.

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.

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.

• 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

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.

• retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
• 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.

• holidays, vacation, personal, and sick days
• full range of statutory leaves of absence

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.

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.

We’re Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and industry‑leading AI, and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well‑being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go. We’re proud of our accomplishments and recognition. Recent awards include: 2026 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World’s Best Employers 2025 Financial Times World’s Best Employers Asia-Pacific 2026 We’ve been recognized as one of Canada’s Top 100 Employers 2026 #1 Life Insurer for AI Maturity by Evident 2026

To receive our latest job opportunities directly to your inbox, create an account or sign in and navigate to the ‘Job Alerts’ section located in the top right corner of the page. From there, you can sign up to receive job alerts. Our ambition is to be the number one choice for customers. Learn more at https://www.manulife.com/.