Business Development Liaison
5 days ago
We are seeking an experienced Advisor Transition Specialist to join our team, providing key transition support for our existing advisor base.
This role involves working closely with the field team to ensure a seamless transition process for existing advisors, minimizing disruption to their businesses.
A key aspect of this role is the implementation of a welcome program to facilitate a smooth onboarding process for new advisors, equipping them with the necessary tools and resources for success.
Responsibilities include managing Business Initiation kits, overseeing stationery and signage needs, tracking activities in Salesforce, and managing advisor relocations.
This role also requires updates to policies and procedures to maintain compliance and efficiency.
Key Responsibilities- Work closely with the field team to provide support to existing advisors during transitions.
- Implement a welcome program to ensure new advisors are properly onboarded and equipped for success.
- Manage Business Initiation kits and oversee stationery and signage needs.
- Track activities created by proactive conversations with new advisors in Salesforce.
- Manage advisor relocations and update policies and procedures to maintain compliance and efficiency.
- 3-5 years' experience within the financial services industry.
Manulife offers a comprehensive benefits package, 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 provide various retirement savings plans, including pension and a global share ownership plan with employer matching contributions, as well as financial education and counseling resources.
Our generous paid time off program includes holidays, vacation, personal, and sick days, as well as statutory leaves of absence.
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