Agent Onboarding & Sales Success Specialist

Trove Group; Saint Louis Park (MN); On-site; USD 52,000 - 76,000; Full time

Job summary

Trove Group is seeking an Agent Onboarding Specialist to help newly affiliated licensed agents move from contracting to their first successful sales. You will be the agent’s primary contact during onboarding, coordinating with our contracting, sales, and Workplace Growth Manager teams to keep each step moving.

The right candidate is organized, responsive, and comfortable following up across multiple teams. They can make a complex process feel clear to an agent while keeping accurate records and

Responsibilities

• Guide new licensed agents through onboarding from paperwork to carrier appointments, training, and first cases.
• Track agent progress and confirm steps are completed before sales activity begins.
• Coordinate with contracting on affiliation and appointment submissions; follow up on items and report status.
• Schedule platform access, training, and meetings with Workplace Growth Managers.
• Help agents prepare for first cases by connecting them with quoting, product questions, enrollment support, and submissions.
• Maintain clear onboarding records, next steps, and follow-up dates.
• Stay in touch beyond the first sale to resolve onboarding issues and support transition to ongoing service.
• Identify bottlenecks and suggest improvements to the onboarding process.
• Ensure compliance with all applicable laws and regulations.
• Other duties as assigned

Job description

Trove Group is seeking an Agent Onboarding Specialist to help newly affiliated licensed agents move from contracting to their first successful sales. You will be the agent’s primary contact during onboarding, coordinating with our contracting, sales, and Workplace Growth Manager teams to keep each step moving.

The right candidate is organized, responsive, and comfortable following up across multiple teams. They can make a complex process feel clear to an agent while keeping accurate records and