Insurance Advisor Onboarding & Transitions Specialist
Core
Deliver exceptional advisor onboarding and transition experiences from recruitment through activation, managing contracting, licensing, and system setup.
Role type
Operations specialist (insurance advisor onboarding & transitions)
Builds
Advisor profiles, carrier appointments, and compliant onboarding workflows
Domain
Insurance operations / Financial services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Insurance operations, advisor contracting, licensing validation, carrier code setup, system administration, regulatory compliance, stakeholder liaison
Preferred skills
MGA operations knowledge, WealthServ experience, bilingualism (English/French)
Technologies
WealthServ, carrier platforms
Responsibilities
Coordinate end-to-end onboarding of new advisors; Manage advisor transfers and book-of-business transitions; Validate licensing requirements and monitor expiries; Liaise with insurance carriers regarding contracting and code requests; Serve as primary point of contact for advisors during onboarding
Seniority
Mid-level, hands-on IC
