Onboarding Specialist

Ferretti Search; Cornelius (NC); Hybrid; USD 45,000 - 55,000; Full time

Job summary

Ferretti Search is seeking an Onboarding Specialist to manage advisor onboarding, contracting, and licensing from start to finish.

This role emphasizes clear communication with advisors via phone and email, maintaining detailed CRM records, and coordinating with carriers to secure approvals, in a hybrid North Charlotte setting.

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.

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

Skills

Communication

Detail oriented

Organizational skills

Problem solving

Customer service

Education

No degree required

Tools

CRM system

Job description

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