Client Onboarding Specialist

About The Jackson Agency

The Jackson Agency is a rapidly expanding, family-led brokerage firm dedicated to helping individuals and families protect what matters most and plan for the future. We specialize in life insurance, helping families with mortgage protection, final expense, and retirement solutions. We operate with a people-first mindset — believing integrity, service, and follow-through matter just as much as results. By blending modern technology with real human conversations, we’ve built a streamlined, client-focused experience that removes friction for both clients and professionals. There is no cold outreach or door-to-door work. You’ll engage with individuals who have already expressed interest and are actively seeking guidance.

The Role of a Client Onboarding Specialist

As a Client Onboarding Specialist, you will be instrumental in guiding new clients through our seamless process, ensuring they find the right protection and planning solutions. This remote role offers flexibility and direct impact, connecting you with clients who are genuinely seeking assistance.

Key Responsibilities

• Learn and apply our established systems, workflows, and offerings.
• Speak with prospective clients who have requested information.
• Conduct virtual consultations by phone or Zoom.
• Guide clients through their options with clarity and confidence.
• Work closely with leadership and team members to ensure a smooth client experience.
• Hit performance milestones that unlock higher income and advancement.
• Maintain compliance with state and licensing guidelines.
• Attend ongoing virtual trainings and team meetings.
• Build and maintain a long-term client portfolio using a mix of company-provided and personal referrals.
• Help households secure solutions that fit their goals and circumstances.
• Build long-term client relationships using company-provided and self-generated leads.

Qualifications

• Previous experience in sales, customer support, or a related field is helpful but not required.
• Comfortable using technology, CRM systems, and virtual meeting tools.
• Strong communication skills with attention to detail.
• Self-directed, coachable, and driven to improve.
• Professional, confident presence on calls and video meetings.
• Service-oriented mindset with strong problem-solving ability.

Requirements

• Ability to successfully complete a background check.
• Reliable computer, phone, and internet access.
• Active Life & Health Insurance License or willingness to obtain one quickly (support provided).
• Availability to accommodate client schedules, including some evenings or weekends.

Benefits

• 100% remote with flexible scheduling.
• Performance-based income with no cap on growth.
• Bonus incentives tied directly to results.
• Company- and carrier-sponsored travel incentives for top performers.
• Access to discounted life and health insurance options.
• Clear advancement paths for those who want leadership and long-term growth.

If you are not currently licensed, our team will guide you step-by-step through the process so you can be fully licensed within 7–10 days of onboarding.

Key skills/competency

• Client Relationship Management
• Sales Support
• Insurance Licensing
• CRM Systems
• Virtual Communication
• Problem-Solving
• Compliance Adherence
• Customer Service
• Financial Planning Solutions
• Self-Management