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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational and problem-solving skills while effectively managing multiple priorities in a fast-paced environment. Proficient in Microsoft Office applications and capable of developing resources to enhance the advisor onboarding experience.
Highest-signal resume keywords
Microsoft Office ProficiencyOrganizational SkillsProblem-Solving SkillsVerbal Communication SkillsBilingualism (English and French)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Microsoft ExcelMicrosoft WordAnalytical SkillsTime ManagementAttention to DetailContracting KnowledgeOnboarding ProcessBusiness WritingData AnalysisLife Insurance Knowledge
Soft Skills
Interpersonal SkillsDiscretionTactAdaptabilityCollaboration
Tools & Technologies
Advisor Portal
Industry Keywords
Life InsuranceAdvisor OnboardingContracting RequirementsSales EnablementNew Business Issues
About the role
Key responsibilities & impact- 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 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.
Requirements
What you’ll need- 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.
- Experience in or knowledge of the life insurance business and related products (preferred).
- Ability to learn new technologies quickly and become a subject matter resource for sales team members (preferred).
- 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.
Benefits
Comp & perks- Flexible environment supporting well-being and inclusion
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence