Agent Recruitment & Onboarding Success Lead

NEW ERA FINANCIAL; San Antonio (TX); Hybrid; USD 30,000 - 40,000; Full time

Benefits offered by this job

Paid time off

Job summary

New Era Financial in San Antonio, TX 78249 is hiring an experienced Recruiting & Agent Success Manager for a hybrid role based in San Antonio, TX 78249. The position supports remote and in-person agent growth from first contact through licensing and the first 90 days, with a clear bonus structure tied to production and retention.

Base salary is $30,000 to $40,000 per year, plus paid time off. You’ll manage recruiting systems and campaigns, then partner closely with administration and coaches to

Qualifications

• Experience in recruiting, onboarding, and ongoing support for candidates or new hires.
• Hands-on experience managing campaigns through Meta Ads Manager.
• Experience posting jobs on multiple recruiting platforms.

Responsibilities

• Create and manage job postings on Indeed, LinkedIn, ZipRecruiter, and other platforms.
• Build and optimize recruiting campaigns using Meta Ads Manager.
• Manage approved advertising budgets and track qualified applicants, interviews, and recruiting outcomes.
• Maintain accurate candidate records, follow up promptly, and coordinate a consistent recruiting experience for local and remote candidates.
• Conduct phone screenings, group interviews, and one-on-one interviews over Zoom and in person.
• Clearly explain the opportunity, commission-based agent compensation, licensing requirements, and role expectations.
• Evaluate candidates and coordinate final hiring decisions with leadership.
• Guide recruits through onboarding, exam preparation, exam scheduling, and licensing milestones.
• Work toward recruits taking their licensing exam within seven business days of beginning onboarding.
• Track progress, follow up on deadlines, and remove obstacles quickly.
• Coordinate with the administrative lead for agreements and paperwork, including carrier contracting.
• Follow up on outstanding requirements, keep administration informed, and maintain organized onboarding checklists, presentations, and process guides.
• Deliver simple orientation presentations covering company culture, responsibilities, standards, resources, and the training schedule.
• Run scheduled check-ins throughout each new agent’s first 90 days, tracking training participation, engagement, and progress toward initial production.
• Coordinate with coaches to connect agents with training and support.
• Identify early signs of disengagement, escalates to leadership, and help address issues.
• Keep each agent’s status, deadlines, obstacles, and next steps current in the tracking system.
• Provide daily updates to the owner and administrative lead covering recruiting activity, licensing progress, onboarding, agent engagement, and outstanding issues.

Skills

Recruiting

Onboarding

Campaign management

Interviews

Communication skills

Google Workspace

Spreadsheets

Presentation software

Tools

Meta Ads Manager

Indeed

LinkedIn

ZipRecruiter

Zoom

Google Workspace

Job description

New Era Financial in San Antonio, TX 78249 is hiring an experienced Recruiting & Agent Success Manager for a hybrid role based in San Antonio, TX 78249. The position supports remote and in-person agent growth from first contact through licensing and the first 90 days, with a clear bonus structure tied to production and retention.

Base salary is $30,000 to $40,000 per year, plus paid time off. You’ll manage recruiting systems and campaigns, then partner closely with administration and coaches to