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Onboarding Specialist (Cornelius)

$50k
Part-time

Ferretti Search

Join a growing financial services organization as an Onboarding Specialist. This role is ideal for someone who is detail-oriented, persistent, and enjoys solving problems while working directly with clients and business partners.

Compensation: $50,000 + bonus

Schedule: Hybrid – North Charlotte

Key Responsibilities:

  • Manage advisor onboarding, contracting, and licensing processes from start to finish
  • Communicate with advisors via phone and email, providing status updates and support
  • Work directly with insurance carriers to secure approvals and resolve issues
  • Review contracts and documentation for accuracy and completeness
  • Maintain detailed records and case notes in the CRM system
  • Assist with ongoing account maintenance, including license renewals, carrier additions, policy updates, training requirements, and profile changes
  • Serve as a resource for onboarding-related questions from internal and external stakeholders

Qualifications:

  • Strong written and verbal communication skills
  • Excellent attention to detail and organizational skills
  • Natural curiosity and ability to investigate issues independently
  • Comfortable in a process-driven, desk-based environment
  • Customer service, administrative, operations, or account support experience is a plus
  • No insurance or financial services experience required
  • No degree required; recent graduates encouraged to apply

Vacancy posted 1 day ago
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