Megastar Advisors · 6 days ago
Advisor Onboarding Specialist
United States
Full-time
Remote
New Grad, Entry Level
$70K/yr - $85K/yrMegastar Advisors is seeking an Advisor Onboarding Specialist who will be the primary point of contact for newly affiliated advisors during their first 90 days. This role involves guiding advisors through onboarding, business setup, and ensuring their smooth transition to an internal Account Manager after the initial period.
Asset ManagementFinancial ServicesInsuranceMarketing
Responsibilities
Serve as the main point of contact for new advisors during their first 90 days
Act as the escalation contact for questions, concerns, and onboarding issues
Provide proactive outreach via phone and Zoom
Guide advisors from contracting packet completion through first submitted case
Conduct one-on-one business planning with advisors
Identify production gaps, operational needs, and workflow improvements
Consult on:
Business setup and workflow design
Case execution and transition planning
Marketing schedules and campaign planning
Lead strategy and follow-up cadence
Assist advisors with:
Lead tracking and documentation
Sales strategies and best practices
Monitor lead activity and outcomes
Track advisor outreach, callbacks, and engagement
Document:
Sales coaching sessions
Training completion
Webinar attendance
Support onboarding and training on:
Firelight, IQ Portal, CRM Systems, Marketing Systems and campaigns
Create and manage accounts needed for onboarding and case submission
Guide advisors through:
First application submission
Case design & New business services and available offerings
Stay current on:
CRM platforms
Marketing technology
Campaign tools
Advisor-facing systems
Translate technical tools into clear, actionable guidance for advisors
Prepare advisors for a smooth transition to an Internal Account Manager after 90 days
Ensure advisors clearly understand:
Available services and support
Ongoing expectations and processes
Qualification
Required
Strong relationship-building and communication skills
Comfortable coaching & consulting
Ability to manage multiple advisors simultaneously
Highly organized with strong documentation habits
Confident using phone, Zoom, CRM systems, and presentation tools
Proactive, solutions-oriented, and detail-focused
Preferred
Experience in financial services, advisor support, sales, or onboarding
Company
Megastar Advisors
Megastar is a young, aggressive national insurance marketing organization based in Tarpon Springs, Florida.
Founded in 2014
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ryan McCarty
Managing Partner/Co-Founder
Alexander Wellings
Chief Sales Officer (CSO)
Company data provided by crunchbase