Agent Success & Onboarding Executive

United States Digital Space LLC; United States; Hybrid; USD 60,000 - 95,000; Full time

Benefits offered by this job

Company-paid health, dental, life, and

Job summary

The company is a leading insurance provider seeking an Account Executive to onboard, train, and activate new agents across the Eastern U.S. You will engage with newly contracted agents, support lead generation, and participate in industry events, gradually taking on higher-level account management responsibilities.

Responsibilities include running onboarding workshops, leading weekly webinars, and collaborating between Sales and Agent Support.

Qualifications

• 2–4 years of experience in sales, account management, or agent support, preferably in the insurance or healthcare industry.
• Experience with outbound sales calls, lead generation, and customer engagement.
• Familiarity with agent onboarding and training processes.

Responsibilities

• Newly Contracted Agent Outreach– Conduct outbound calls to introduce new agents to the company’s tools, resources, and onboarding process, ensuring a smooth start.
• Outbound Lead Calls– Contact warm leads and prospective agents to educate them on the company’s offerings and drive contracting.
• Event Engagement & Lead Generation–Work at industry conferences and networking events to engage potential agents and strengthen the brand presence.
• Agent Onboarding Workshops– Facilitate small-group sessions to provide step-by-step onboarding guidance.
• Sales Enablement Support– Gather and share agent success stories, case studies and best practices to drive sales conversations.
• Product & Training Webinars– Lead weekly training webinars to ensure understanding of products and strategies.
• Account Management Support– Take ownership of a small portfolio of accounts and provide necessary support to drive production.
• Event Lead Follow-Up– Post-event follow-ups to nurture leads into contracted agents.
• Themed Monthly Call Campaigns– Conduct outreach to contracted agents and gather insights for product development.

Skills

Outbound sales

Lead generation

Customer onboarding

CRM proficiency

Public speaking

Multi-tasking

Education

Bachelor's degree in business or related field

Insurance licenses preferred

Tools

CRM software

Job description

The company is a leading insurance provider seeking an Account Executive to onboard, train, and activate new agents across the Eastern U.S. You will engage with newly contracted agents, support lead generation, and participate in industry events, gradually taking on higher-level account management responsibilities.

Responsibilities include running onboarding workshops, leading weekly webinars, and collaborating between Sales and Agent Support.