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Broker Onboarding Jobs (NOW HIRING)

Gusto

Broker Integration Advocate

Denver, CO · On-site

Benefits Onboarding Advocate Denver, CO At Gusto, we're on a mission to grow the small business ... As a Benefits Broker Onboarding Advocate, you'll own the customer journey from the moment a ...

HTP Solutions

Broker Account Manager

Mclean, VA

$70K/yr

Structured onboarding and ongoing training (30-60-90 day ramp + continuous coaching) * Clear Career ... JOB SUMMARY The Broker Account Representative at is responsible for building and managing strong ...

Apply Early

New York State

Broker Relations Manager

Melville, NY

$110K - $135K/yr

Oversee the broker onboarding process, ensuring new partners receive proper portal training, product education, and marketing collateral. Design and implement a lead generation strategy specific to ...

New

New York State

Broker Relations Manager

Liverpool, NY

$106K - $131K/yr

Oversee the broker onboarding process, ensuring new partners receive proper portal training, product education, and marketing collateral. Design and implement a lead generation strategy specific to ...

New

StateJobsNY

Broker Relations Manager

Melville, NY · On-site

$110K - $135K/yr

Strategic Broker Network Development • Nurture executive-level partnerships with key regional broker principals, top producers, and network aggregators. • Oversee the broker onboarding process ...

StateJobsNY

Broker Relations Manager

White Plains, NY · On-site

$110K - $135K/yr

Strategic Broker Network Development • Nurture executive-level partnerships with key regional broker principals, top producers, and network aggregators. • Oversee the broker onboarding process ...

StateJobsNY

Broker Relations Manager

Endicott, NY · On-site

$106K - $131K/yr

Strategic Broker Network Development • Nurture executive-level partnerships with key regional broker principals, top producers, and network aggregators. • Oversee the broker onboarding process ...

StateJobsNY

Broker Relations Manager

Liverpool, NY · On-site

$106K - $131K/yr

Strategic Broker Network Development • Nurture executive-level partnerships with key regional broker principals, top producers, and network aggregators. • Oversee the broker onboarding process ...

New York State

Broker Relations Manager

Rochester, NY · On-site

$106K - $131K/yr

Oversee the broker onboarding process, ensuring new partners receive proper portal training, product education, and marketing collateral. Design and implement a lead generation strategy specific to ...

New

New York State

Broker Relations Manager

Albany, NY · On-site

$106K - $131K/yr

Oversee the broker onboarding process, ensuring new partners receive proper portal training, product education, and marketing collateral. Design and implement a lead generation strategy specific to ...

New

Gusto, Inc.

Broker Integration Advocate

Denver, CO · On-site

$23.50/hr

The Broker Onboarding team believes that great technology and great service aren't mutually exclusive. We're building both. Every team member takes real ownership of their work and makes a tangible ...

New York State

Broker Relations Manager

White Plains, NY · On-site

$110K - $135K/yr

Oversee the broker onboarding process, ensuring new partners receive proper portal training, product education, and marketing collateral. Design and implement a lead generation strategy specific to ...

New

New York State

Broker Relations Manager

Endicott, NY · On-site

$106K - $131K/yr

Oversee the broker onboarding process, ensuring new partners receive proper portal training, product education, and marketing collateral. Design and implement a lead generation strategy specific to ...

New

StateJobsNY

Broker Relations Manager

Rochester, NY · On-site

$106K - $131K/yr

Strategic Broker Network Development • Nurture executive-level partnerships with key regional broker principals, top producers, and network aggregators. • Oversee the broker onboarding process ...

StateJobsNY

Broker Relations Manager

Buffalo, NY · On-site

$106K - $131K/yr

Strategic Broker Network Development • Nurture executive-level partnerships with key regional broker principals, top producers, and network aggregators. • Oversee the broker onboarding process ...

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Broker Onboarding information

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How much do broker onboarding jobs pay per hour?

As of Jul 3, 2026, the average hourly pay for broker onboarding in the United States is $25.95, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $29.09 per hour, depending on experience, location, and employer.

Can I be a broker with no experience?

Becoming a broker typically requires relevant licensing, such as passing a licensing exam, and some firms may prefer candidates with prior experience or industry knowledge. While formal experience is not always mandatory, having strong communication skills, understanding financial products, and obtaining necessary certifications are important for success in the role.

What is the difference between Broker Onboarding vs Insurance Agent?

AspectBroker OnboardingInsurance Agent
Required CredentialsLicenses, background checks, compliance trainingLicenses, product training, state-specific certifications
Work EnvironmentCorporate, financial institutions, brokerage firmsIndependent or agency-based, insurance companies
Industry UsageFinancial services, brokerage firmsInsurance companies, agencies

Broker Onboarding involves integrating new brokers into financial or brokerage firms, focusing on compliance and licensing. Insurance Agents are licensed professionals selling insurance products, often working independently or within agencies. While both roles require licensing and industry knowledge, Broker Onboarding is a process for new brokers, whereas Insurance Agents are the licensed professionals themselves.

Is onboarding a good job?

Broker onboarding involves guiding new brokers through the registration and compliance process, requiring strong communication and organizational skills. It can be a stable role with opportunities for advancement, especially in financial or insurance industries, but job satisfaction depends on the work environment and individual preferences.

What is Broker Onboarding?

Broker Onboarding is the process of integrating new brokers into a company's network or platform. This involves verifying their credentials, ensuring compliance with regulatory requirements, collecting necessary documentation, and providing training on company policies and systems. The goal is to streamline the transition for brokers, minimize compliance risks, and enable them to start conducting business efficiently and effectively.

What are some typical challenges faced during the broker onboarding process, and how can new hires effectively overcome them?

New hires in broker onboarding often encounter challenges such as managing complex regulatory requirements, coordinating with multiple internal departments, and ensuring timely collection of complete documentation from brokers. Effective communication and strong organizational skills are essential for navigating these challenges. Proactively collaborating with compliance, legal, and IT teams, as well as maintaining detailed checklists and clear timelines, can help streamline the process and reduce bottlenecks. Continuous learning about evolving industry regulations and company policies will also support smoother onboarding experiences.

What skills do you need to be an onboarding specialist?

An onboarding specialist needs strong communication and interpersonal skills to guide new employees or clients through the onboarding process. They should have organizational abilities, attention to detail, and proficiency with onboarding software or customer relationship management (CRM) tools. Additionally, understanding company policies and procedures is essential for effective onboarding.

What is the highest paid type of broker?

In the brokerage industry, investment bankers and securities brokers tend to be among the highest paid, especially those working in mergers and acquisitions or trading at major firms. Compensation often includes high base salaries, bonuses, and commissions, with top performers earning significant income based on deal size and performance.

What are the key skills and qualifications needed to thrive as a Broker Onboarding Specialist, and why are they important?

To thrive as a Broker Onboarding Specialist, you need a solid understanding of financial regulations, account setup procedures, and experience in the brokerage or financial services industry. Familiarity with onboarding platforms, CRM systems, and compliance management tools is typically required, along with relevant certifications such as FINRA Series 7 or equivalent. Excellent organizational skills, attention to detail, and strong interpersonal communication help facilitate smooth client experiences and cross-team collaboration. These skills are vital for ensuring regulatory compliance, reducing onboarding errors, and building positive broker relationships.
More about Broker Onboarding jobs
What job categories do people searching Broker Onboarding jobs look for? The top searched job categories for Broker Onboarding jobs are:
Broker Onboarding jobs near you
Infographic showing various Broker Onboarding job openings in the United States as of June 2026, with employment types broken down into 50% Full Time, 5% Part Time, and 45% Contract. Highlights an 82% Physical, 6% Hybrid, and 12% Remote job distribution, with an average salary of $53,969 per year, or $25.9 per hour.

Foodservice K-12 Broker Services Coordinator

MBC Companies Lebanon LLC

Mcdonald, TN • On-site

$14.75 - $19.75/hr

Full-time

Posted 4 hours ago

Be an early applicant

Job description

Summary of Position:

The Foodservice/K-12 Broker Services Coordinator serves as the primary support resource for MBC Companies' Foodservice/K-12 broker network. This role is responsible for coordinating broker onboarding, training, communication, sample management, food show support, broker portal administration, and sales support activities that strengthen broker effectiveness and support growth throughout the Foodservice/K-12 channel.

Essential Functions:

• Serve as the primary support contact for MBC’s Foodservice/K-12 broker network.

• Coordinate broker onboarding and setup activities.

• Maintain broker contact databases, distribution lists, and broker records.

• Provide ongoing support and communication to broker partners.

• Maintain broker contracts, agreements, and related documentation.

• Administer and maintain the broker portal and coordinate broker training.

• Develop and distribute broker communications and support materials.

• Manage all Foodservice/K-12 sample requests from broker partners.

• Coordinate sample fulfillment, inventory tracking, shipment monitoring, and reporting.

• Support national, regional, and state Foodservice/K-12 food shows and events, including SNA events.

• Coordinate registrations, logistics, booth materials, and event documentation.

• Support Foodservice/K-12 product launch initiatives and related communications.

• Maintain key sales support documents including COIs, broker agreements, and event records.

• Collaborate with Sales, Marketing, Customer Service, Operations, and Product Development teams.

• Provide backup administrative support as needed.


Qualifications:

• High School Diploma required; Associate’s or Bachelor’s Degree preferred.

• 3+ years of sales support, broker support, customer support, or administrative coordination experience.

• Foodservice, Foodservice/K-12, broker management, or event coordination experience preferred.

• Strong proficiency in Microsoft Outlook, Word, Excel, PowerPoint, and Teams.

• Ability to learn CRM, broker portal, and internal business systems.

Competencies:

• Relationship Building

• Broker Partner Support

• Communication Skills

• Organization and Planning

• Attention to Detail

• Problem Solving

• Customer Service Orientation

• Team Collaboration

• Initiative and Accountability

Success Measures:

• Timely fulfillment of sample requests.

• Effective broker onboarding and training.

• Accurate maintenance of broker records and documentation.

• Successful support of food shows and Foodservice/K-12 events.

• High responsiveness and support to broker partners.

• Timely completion of assigned sales support activities.


Equal Employment Opportunity:

MBC Companies is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, national origin, sex, age, marital status, sexual orientation, disability, political affiliation, personal appearance, family responsibilities, matriculation, or any other characteristic protected under federal, state, or local law. Each person is evaluated based on personal skill and merit. MBC Companies’ policy regarding equal employment opportunity applies to all aspects of employment including recruitment, hiring, job assignments and promotions, working conditions, scheduling, educational and recreational programs.