Client Experience Onboarding Specialist

For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of almost 400 is the same service-centered culture as we were in 1971.

Ash Brokerage works with financial professionals to help find, understand and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity Marketing family, we help people protect their health and wealth for the good days ahead and make the most of what life brings.

On the Client Experience team, we have a passion for helping others and a genuine desire for building connections. We understand the importance of a good start to a successful relationship. Our Onboarding Specialists serve as a dedicated resource to provide guidance to advisors as they navigate the abundance of Ash solutions. They’re intuitive and proactively seek solutions for clients and ensure all advisor needs have been met.

Responsibilities

As an Onboarding Specialist, your primary goal is to make it easier for advisors to do business with us. To be successful, you will need to:

• Drive the relationship with advisors and educate them on Ash Brokerage’s value-add business practices and the resources available to them
• Establish and work with the Client Experience and Sales teams to continually evaluate our onboarding procedures and materials to ensure advisors always have the best onboarding experience
• Help create and manage meaningful procedures with our colleagues to ensure a positive advisor experience
• Educate advisors on tools and technology
• Deliver information virtually, including technical demonstrations, to advisors
• Proactively identify the needs of advisors to help them grow their business and relationship with Ash
• Anticipate next steps and/or challenges
• Thoroughly understand Ash Brokerage and articulate our story very well (or the desire to grow to that level of understanding)
• Partner with People and Culture to drive new hire success
• Proactively support additional Ash Teams to enhance overall client experience

Talents and Abilities

• Ability to build trust with internal and external clients
• Skill set to build rapport quickly
• Skilled in growing new relationships while maintaining existing relationships
• Problem solver
• Positively persistent
• Excels in follow-through
• Comfortable with presenting
• Confidentiality 
• Self-motivated 
• Collaborates well with others 

Education and Experience

• A minimum of 3 years of experience in a customer service, relationship management, onboarding, or training role
• A deep understanding of Ash Brokerage, our culture, structure and history
• Prior experience in the insurance and financial services industry is preferred
• A bachelor’s degree in any discipline is preferred

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.