Agent Advisor, Onboarding
$70kSERHANT.
SERHANT. is the most followed real estate brand in the world, calibrated for the marketplace of tomorrow, delivering proven results for buyers, sellers, and developers. SERHANT. revolutionizes the traditional brokerage model by innovating through media and content creation and is powered by a full-service in-house film studio as well as an amplification platform that puts our properties in front of more people than anyone else. In S.MPLE where we’re transforming real estate through AI-driven support combined with human expertise. Our innovative approach delivers a one-of-a-kind product, empowering agents to complete tasks faster and more seamlessly, helping them reclaim valuable time to focus on what matters most. About the Role We are seeking a motivated and detail-oriented individual to join our dynamic S.MPLE Department as an Advisor focused on Agent Onboarding. This position plays a key role in welcoming new agents to the SERHANT. ecosystem, guiding them through onboarding, and ensuring early adoption of tools and services that lead to long-term success. Responsibilities Assist in executing the onboarding process for new agents, ensuring a smooth and personalized experience. Lead weekly group onboarding sessions for new agent cohorts. Conduct 1:1 check-in calls with new agents during their first 90 days to reinforce training and offer guidance. Track and manage agent learning outcomes to ensure measurable progress through onboarding milestones. Become fully proficient in the SERHANT. ecosystem to provide support, answer questions, and resolve agent issues. Support faster agent proficiency by encouraging early and effective adoption of key tools and systems. Respond to agent inquiries promptly and professionally regarding technology, workflows, and expectations. Contribute to enhancements of the onboarding roadmap based on agent feedback and department priorities. Utilize internal AI tools and proprietary technology to create efficiencies in onboarding and support. Assist in handling S.MPLE requests with high-quality deliverables and timely turnarounds. Deliver outstanding customer service to create a welcoming and empowering experience for new agents. Meet performance expectations and contribute to departmental goals and KPIs, including agent engagement, onboarding outcomes, S.MPLE adoption, and service quality benchmarks. Participate in department meetings and cross-functional collaboration efforts to continuously improve the onboarding process. *The company reserves the right to add or change duties at any time. Qualifications 1–3 years of experience in customer success, onboarding, training, or administrative support; real estate experience a plus. Experience leading small groups or training sessions in a remote environment. Strong communication skills with the ability to clearly explain systems and processes. Comfort with using CRMs, digital platforms, and AI-driven tools in a fast-paced environment. Strong organizational skills with a proactive mindset and attention to detail. Comfortable managing multiple agent relationships and follow-ups concurrently. Experience working remotely and independently while remaining highly collaborative. Available to work full-time, 40 hours per week, Monday–Friday, 9AM–5P to support SERHANT. markets. Skills Empathetic, people-first communicator who builds trust easily. Organized and responsive, with a natural ability to multitask. Confident presenter who can lead group sessions with clarity and high-energy. Strong sense of accountability and a desire to continuously improve. Excited by technology and process improvement, particularly in a fast-moving startup-like environment. Compensation Actual compensation within the pay range listed below will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. The national base pay range for this position within the United States is $70,000.00 USD. Your Location This position is remote eligible. The role may include occasional work at a SERHANT. office or attendance at offsites, as agreed to with your manager. While the position is remote eligible, you must live within the United States. Hiring Statement SERHANT. is committed to providing a workplace free from discrimination or harassment. We expect every member of the SERHANT. community to do their part to cultivate and maintain an environment where everyone has the opportunity to feel included and is afforded the respect and dignity they deserve. Decisions related to hiring, compensating, training, evaluating performance, or terminating are made fairly, and we provide equal employment opportunities to all qualified candidates and staff. We examine our unconscious biases and take responsibility for always striving to create an inclusive environment that makes every employee and candidate feel welcome. #J-18808-Ljbffr SERHANT.
- ...inefficient with low technology penetration. 75% of financial advisors don't offer digital communication beyond email, and 62% still... ...financial advisors to ensure we are providing a best-in-class onboarding and implementation journey while maintaining a fast speed to revenue...SuggestedWork experience placementWork at office
$70k - $90k
Traveltechessentialist is seeking an Operations Specialist for its New York City office. This role focuses on onboarding new advisors by improving processes and building scalable systems. Candidates should have 1-2 years of experience in operations or customer management...SuggestedWork at office- SERHANT. is seeking an organized and motivated individual to join our dynamic S.MPLE Department as an Advisor to SERHANT. Agents. This role is essential in enhancing agent services and providing exceptional support for our real estate agents. Responsibilities include engaging...Suggested
$70k
SERHANT. is seeking an Advisor focused on Agent Onboarding to ensure a smooth onboarding experience for new agents. This role involves leading group sessions, conducting 1:1 check-ins, and utilizing AI tools to enhance onboarding processes. Ideal candidates will have 1-...SuggestedRemote job- A leading financial technology firm is looking for an Onboarding Product Manager to manage the complete investor onboarding process. This role entails simplifying complex onboarding flows, integrating blockchain wallet experiences, and enhancing user experience for tokenized...SuggestedRemote work
- ConsultNet Technology Services and Solutions is seeking an individual to join the Investor Relations group, focusing on Investor and Onboarding Services. This role involves providing essential support throughout the onboarding of new and existing investors. The successful...
$140k - $185k
A leading recruitment agency seeks a Fundraising Operations Analyst in New York, NY. This role requires managing investor onboarding processes, maintaining CRM systems, and supporting fundraising efforts. Candidates should have a Bachelor's degree in Finance or related...$110k - $140k
Alchelyst is seeking an Employee Investor Services Associate in New York City. The role involves executing end-to-end investor onboarding workflows and managing data within CRM systems. Candidates should have over three years of experience in financial services, particularly...- ...Management is seeking a highly skilled Senior Implementation Engineer to drive our Portfolio Manager (PM) and Analyst Technology Onboarding function. Reporting to the Onboarding Lead, you will: Execute the end-to-end technical onboarding for new investment...
$54.7k
...Job Description Job Description COLLEGE ACCESS ADVISOR New York, NY Who We Are and What We Believe: Founded in 1997, Bottom... ...are also active participants in efforts to recruit and onboard each new cohort of students. The College Access Advisor tracks...Work experience placementWork at officeLocal areaImmediate startRemote workFlexible hoursShift work$60k - $68k
...Institute is seeking a motivated, student-focused Enrollment Advisor to serve as the primary point of contact for prospective students... ...• Maintain engagement with students through program start and onboarding. Community Outreach & Relationship Building • Represent AE...Afternoon shift$171.9k - $289.9k
..., and ROI models) that can be leveraged for future customer engagements. * Build reusable assets to scale impact and accelerate onboarding and enablement for internal teams (e.g., Account teams, Ultimate Success, Professional Services). * Continuously refine frameworks...Temporary workLocal areaWorldwide$25 - $29 per hour
...New York with offices in Denver, Leeds and Dublin. As a Fraud Agent you will play a critical role in preventing fraud on our platform... ...jurisdictions. Depending on the role, your interview and onboarding experience may include in-person components, such as onsite interviews...Full timeSeasonal work$110k
...Salary: $110,000 POSITION: Billing and Collections Advisor ORGANIZATION: Top-Ranked Law Firm LOCATION: New... ...additional benefits discussed in your welcome package during onboarding. KEY RESPONSIBILITIES: Lead the billing and collection...Work at office$128.18k - $170.9k
...inside and outside of a company office. This individual contributor sales role will be responsible prospecting, positioning, and onboarding new Payment Facilitation (PayFac) clients to the bank. This position is responsible for providing counsel on treasury and payment...Work at office$94k - $175k
...Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities... ...for beneficiaries and legacy relationships. Leads the onboarding process for new clients in partnership with the Family Wealth...Temporary workWork at office- ...their own focuses of time and energy, under the guidance of Team Leads and Senior Application Advisors, to deliver on most‑important priorities. Participating in the onboarding of new team members to customer support team, including orienting to unique client...Work at officeLocal areaShift workNight shift
- About the job Mediterranean Cruise Advisor About the Role Sail through Europe’s most iconic coasts! You’ll guide clients through unforgettable... ...lines and itineraries Coordinate flights, excursions, and onboard experiences Stay updated on seasonal routes and ship amenities...Seasonal work
- Work From Home Virtual Account Advisor Nuvant is seeking Virtual Account Advisors to join our growing team. In this role, you’ll connect... ...Educate clients on next steps and facilitate a seamless onboarding process Track all outreach activity and manage follow-up communication...Work from homeFlexible hours
$71.9k - $89.9k
...protect it for future generations. Role Summary As Sr. Remarketing Advisor, Pre‑Owned Inventory at Rivian, you will be responsible for... ...) is a plus, particularly in process improvement, partner onboarding, or multi‑site operational initiatives. Ability to work in a fast...Full timeTemporary workPart timeLocal areaFlexible hoursShift workNight shiftWeekend work- Remote Account Advisor We’re hiring Remote Account Advisors to help individuals and small businesses with tailored financial solutions... ...solutions that align with their needs Guide clients through onboarding and product implementation Maintain accurate records in CRM...Remote jobWork from homeFlexible hours
$85k
Evolent Specialty Services, Inc is looking for a Sr Advisor, Practice Performance. This remote position involves leading provider onboarding and improving performance across various markets. Key responsibilities include operational support, performance management, and...Remote job$61.83k - $70k
...Further information is available at The ASAP|ACE academic advisor is a member of an integrated team providing individual academic... ...-informed advising culture; Assist with recruitment and onboarding of new students, including orientation sessions and transition...Full timeInternshipWork at officeImmediate start$87.31k - $105k
...Create, implement and manage all standards for High Governance Items in partnership with AP team Develop training and onboarding program, structured for operation and authenticity excellence Represent the company and department at industry events and workshops...Flexible hours$142k - $194.7k
...community, spanning over 20 offices worldwide, is united by a drive to innovate. Your journey begins with an immersive, in-person onboarding experience designed to accelerate your impact and connect you to our mission and team from day one. Okta is an Equal...Local areaRemote workWorldwideFlexible hours- ...and Elastic Containers * Existing DoD Clearance Benefits: * Training and Development: Department-specific training during onboarding, mentorship, and the First-Friend program. * Growth Opportunities: Leadership program, Appian University, skills-based training...
$40 per hour
Administration Agent We’re looking for an Administration Agent to help support our sales and recruiting teams. This is an entry-level... ...New Orders - Initial Order Confirmation (Level 3) Instructor Onboarding, Offboarding, and Reonboarding Reactivate Unavailable Instructor...Hourly payFull timeWork experience placementWork at officeRemote workHome office- Aisles and Abroad is seeking a Cruise Booking Agent in New York, NY. This entry-level role is perfect for individuals focused on customer... ...process. No prior travel experience is required as structured onboarding and training will be provided. The position offers a flexible...Remote jobFlexible hours
$86.13k - $127.19k
...Senior AWS Agent Developer Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way... ...may be used for verification, including during the hiring and onboarding process. Click the following link for more information on your...Permanent employmentFull timeContract workTemporary workLocal area$65 per hour
...90 days of employment. Temporary and per-diem employees are eligible for accrued sick time. Start Date: 2026-2027 school year, onboarding starts in July. The impact you'll have: Become an expert on the company’s online diagnostic and instruction program as well as...Hourly payDaily paidFull timeTemporary workSeasonal workWork at officeNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Agent Advisor, Onboarding. Be the first to apply!
- booking agent New York, NY
- sourcing agent New York, NY
- commissioning agent New York, NY
- recovery agent New York, NY
- cruise agent New York, NY
- state farm agent New York, NY
- transfer agent New York, NY
- telemarketer - state farm agent team member New York, NY
- airport agent New York, NY
- executive protection agent New York, NY


