A Day in the Life of an Onboarding & Marketing Specialist:
1) Kick off your day with our high-energy Daily Team Huddle
2) Welcome new clients with a warm, professional onboarding experience
3) Ensure all necessary documents are signed and expectations are set clearly
4) Use onboarding calls to build trust and ask for referrals, Google reviews, and book life or commercial appointments
5) When you're not onboarding, you're creating fresh opportunities for our sales team by making outbound calls
6) Collaborate closely with our rockstar sales team and keep the energy high
7) Celebrate wins. Big or small because we win as a team
Why Join Us?
Its not just a job. It's a launchpad for your career. Here's what makes us one of the best places to work in Kansas City:
1) Competitive Pay & Bonus Structure
We reward results. You'll receive a strong base salary, plus performance bonuses that reflect the quality of your client interactions and the leads you generate for our team.
2) Fun, Fast-Paced Team Culture
Were high-energy, competitive, and supportive. You'll work with people who push you to be your best and cheer you on while you grow.
3) Opportunities to Grow
Want to level up? We offer career development, mentorship, and room to move up within the company.
Common Questions We Hear:
1) Do I need prior marketing or insurance experience?
Not at all. Well train you from the ground up. If you're coachable and motivated, well give you all the tools to succeed.
2) What kind of training do you offer?
Our onboarding and marketing specialists receive hands-on training in client interaction, systems, and how to create meaningful opportunities for our sales team.
3) Will I need to generate my own leads?
Nope. You'll work with warm leads and new clients already coming into the agency. Your job is to convert that momentum into referrals, reviews, and more booked appointments.
4) What's the culture like?
We believe in positivity, hustle, and a team-first mindset. We keep it fun, upbeat, and focused on growth for you and our clients.
5) Are there any perks?
Yes! Well cover your YNAB (You Need A Budget) subscription to help you manage your finances, and we offer a monthly $50 mental health & wellness reimbursement (think gym, therapy, meditation apps, etc.).
Salary Range: $18.00 per hour
Hourly Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Career Growth Opportunities
Financial Wellness
Gym Membership
Who We're Looking For: