Insurance Advisor Onboarding & Transitions Specialist

The Onboarding & Transitions Specialist is responsible for delivering an exceptional advisor onboarding and transition experience from recruitment through activation.

This role manages advisor contracting, licensing validation, transfers, carrier code setup, advisor maintenance, and system updates while serving as a key liaison between advisors, carriers, compliance, field leadership, and internal operational teams.

Position

Responsibilities

Advisor Onboarding Coordinate end-to-end onboarding…