Hiring: Onboarding Specialist Company: Ferretti Search Location: Cornelius, NC Job Posted Time: 2026-09-12 11:57:02 Employment Type: Hybrid About the job Required Skills: •Manage advisor onboarding, contracting, and licensing processes from start to finish •Communicate with advisors via phone and email, providing status updates and support •Work directly with insurance carriers to secure approvals and resolve issues •Review contracts and documentation for accuracy and completeness •Maintain detailed records and case notes in the CRM system •Assist with ongoing account maintenance, including license renewals, carrier additions, policy updates, training requirements, and profile changes •Serve as a resource for onboarding-related questions from internal and external stakeholders Qualifications: •Strong written and verbal communication skills •Excellent attention to detail and organizational skills •Natural curiosity and ability to investigate issues independently •Comfortable in a process-driven, desk-based environment •Customer service, administrative, operations, or account support experience is a plus •No insurance or financial services experience required •No degree required; recent graduates encouraged to apply Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!