Onboarding & Licensing Coordinator

HIRING ASAP: TWO REMOTE LIFE INSURANCE AGENT ONBOARDING SPECIALISTS

Company: ABN Financial Group
Location: Remote — Philippines
Start date: As soon as available
Schedule: Must have availability during agreed U.S. Eastern business hours
Compensation: Based on relevant experience and demonstrated skills; please include your expected hourly or monthly rate.

ABN Financial Group is seeking two organized, dependable virtual assistants to help new life insurance agents move from initial onboarding through licensing, carrier contracting, system setup, training, and early sales milestones.

We need people who communicate clearly, work confidently on computers, and follow written procedures accurately. You must keep records current, follow up consistently, and identify missing information before it becomes a problem.

Responsibilities

• Guide new agents through established onboarding checklists.
• Assist with licensing-course registration and track course, exam, and licensing progress.
• Collect required documents and review them for completeness.
• Coordinate carrier contracting submissions and follow up on outstanding requirements.
• Track carrier appointment status, writing numbers, and agent access.
• Help agents navigate approved systems and resolve routine setup problems.
• Schedule training and supported practice, send approved reminders, and track attendance.
• Maintain accurate CRM records, spreadsheets, notes, and next-action dates.
• Provide Mary Donovan with a daily report showing progress, outstanding items, and issues requiring her attention.
• Follow approved procedures for handling confidential information.

These are administrative support positions. Product recommendations, insurance sales, and decisions requiring licensed personnel remain with the appropriate licensed team members.

Required qualifications

• Excellent spoken and written English, including clear telephone communication.
• Strong computer skills and the ability to learn unfamiliar systems.
• Excellent attention to detail and ability to follow step-by-step instructions.
• Experience managing documents, spreadsheets, email , calendars, and CRM records.
• Reliable computer, internet connection, headset, and quiet workspace.
• Ability to work independently, meet deadlines, and communicate problems promptly.

Strongly preferred

• Experience supporting a U.S. life insurance agency.
• Agent onboarding, licensing support, or carrier contracting experience.
• GoHighLevel/LeadConnector experience.
• Experience writing or maintaining standard operating procedures.

How to apply

Use the subject line ABN Onboarding — [Your Name] and submit:
1. Your résumé.
2. A 60–90-second voice recording explaining your relevant experience.
3. The insurance, CRM, and office systems you have used.
4. Your available hours in U.S. Eastern Time and earliest start date.
5. Your expected compensation.
6. A brief answer: “An agent says onboarding is complete, but two required checklist items are missing. What would you do?”