Agent Onboarding Specialist - Virtual Assistant
Agent Onboarding Specialist - Virtual Assistant
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Job Description
This is a remote position.
Virtual Rockstar is looking for a proactive organized and tech-savvy Agent Onboarding Specialist to join our client s team. This role is perfect for someone who loves guiding others thrives in a fast-paced environment and takes pride in delivering an excellent onboarding experience.
You ll be the first point of contact for new agents walking them through setup training and compliance so they feel confident and supported from day one. Beyond onboarding you ll also help with training sessions answering agent questions and collaborating with the Agent Experience team to make sure every agent feels set up for success.
About the Company
Our client is a well-established technology and marketing firm in the financial services industry. They specialize in supporting independent professionals with the tools resources and training needed to grow their businesses. With a focus on innovation collaboration and service the company is committed to creating an environment where every team member plays a vital role in delivering an exceptional experience to their agents.
Why You ll Love This Role
Fully remote opportunity
Collaborative people-focused team culture
Direct impact on the success of new agents
Opportunities to grow your skills in training onboarding and support
Responsibilities
Onboarding:
Lead one-on-one virtual onboarding sessions with new agents.
Guide agents through enrollment and contracting ensuring documentation is correct and complete.
Provide introductory training on CRM tools and systems.
Help agents navigate compliance licensing and account setup (emails phone numbers system access).
Agent Support & Training:
Answer agent questions via email chat and phone with professionalism and care.
Host group training sessions on tools updates or compliance topics.
Collaborate with the Agent Experience team on projects and initiatives.
Jump in on other tasks to keep things running smoothly.
Requirements
Required:
Excellent English skills (both written and spoken) with a clear professional accent.
2 years in a client-facing role (customer service onboarding tech support or VA work).
Strong organizational skills you can juggle multiple files and a busy calendar with ease.
Tech-savvy and quick to learn new tools (experience with CRM and video conferencing is key).
Reliable punctual and committed to delivering top-notch support.
Customer-first mindset with patience professionalism and positivity.
Preferred:
Experience in insurance annuity or financial services.
Training or presentation experience.
Previous remote work for a U.S.-based company.
Technical Requirements
Modern reliable computer with webcam.
High-speed internet (25 Mbps download / 10 Mbps upload minimum).
Quiet professional workspace.
Quality noise-canceling headset.
Benefits
Competitive salary commensurate with experience.
Opportunities for professional development and growth.
Work in a dynamic and supportive team environment.
Make a meaningful impact by helping to build and strengthen families in the Philippines.
Required: Excellent English skills (both written and spoken) with a clear, professional accent. 2+ years in a client-facing role (customer service, onboarding, tech support, or VA work). Strong organizational skills you can juggle multiple files and a busy calendar with ease. Tech-savvy and quick to learn new tools (experience with CRM and video conferencing is key). Reliable, punctual, and committed to delivering top-notch support. Customer-first mindset with patience, professionalism, and positivity. Preferred: Experience in insurance, annuity, or financial services. Training or presentation experience. Previous remote work for a U.S.-based company. Technical Requirements Modern, reliable computer with webcam. High-speed internet (25 Mbps download / 10 Mbps upload minimum). Quiet, professional workspace. Quality noise-canceling headset.
Employment Type
Full Time
