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Broker Onboarding Jobs (NOW HIRING)

Alchemy Financial Group

Insurance Broker

Rockingham, NC · On-site

$65K - $130K/yr

About the Insurance Broker position Our growing insurance brokerage is looking for full-time ... Provide warm and professional customer service while onboarding new clients and maintaining ...

Alchemy Financial Group

Insurance Broker

Columbia, SC

$65K - $130K/yr

About the Insurance Broker position Our growing insurance brokerage is looking for full-time ... Provide warm and professional customer service while onboarding new clients and maintaining ...

Alchemy Financial Group

Insurance Broker

Rock Hill, SC · On-site

$65K - $130K/yr

About the Insurance Broker position Our growing insurance brokerage is looking for full-time ... Provide warm and professional customer service while onboarding new clients and maintaining ...

Alchemy Financial Group

Insurance Broker

Clemson, SC

$65K - $130K/yr

About the Insurance Broker position Our growing insurance brokerage is looking for full-time ... Provide warm and professional customer service while onboarding new clients and maintaining ...

Alchemy Financial Group

Insurance Broker

Rockingham, NC · On-site

$65K - $130K/yr

About the Insurance Broker position Our growing insurance brokerage is looking for full-time ... Provide warm and professional customer service while onboarding new clients and maintaining ...

Alchemy Financial Group

Insurance Broker

Columbia, SC · On-site

$65K - $130K/yr

About the Insurance Broker position Our growing insurance brokerage is looking for full-time ... Provide warm and professional customer service while onboarding new clients and maintaining ...

Alchemy Financial Group

Insurance Broker

Conway, SC

$65K - $130K/yr

About the Insurance Broker position Our growing insurance brokerage is looking for full-time ... Provide warm and professional customer service while onboarding new clients and maintaining ...

Alchemy Financial Group

Insurance Broker

Clemson, SC · On-site

$65K - $130K/yr

About the Insurance Broker position Our growing insurance brokerage is looking for full-time ... Provide warm and professional customer service while onboarding new clients and maintaining ...

Alchemy Financial Group

Insurance Broker

Conway, SC · On-site

$65K - $130K/yr

About the Insurance Broker position Our growing insurance brokerage is looking for full-time ... Provide warm and professional customer service while onboarding new clients and maintaining ...

Alchemy Financial Group

Insurance Broker

Greenville, SC · On-site

$65K - $130K/yr

About the Insurance Broker position Our growing insurance brokerage is looking for full-time ... Provide warm and professional customer service while onboarding new clients and maintaining ...

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Showing results 21-40

All JobsBroker Onboarding Jobs

Broker Onboarding information

See salary details

$12

$25

$47

How much do broker onboarding jobs pay per hour?

As of Aug 16, 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.

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.

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 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.
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What job categories do people searching Broker Onboarding jobs look for?

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Broker Onboarding jobs near you
Infographic showing various Broker Onboarding job openings in the United States as of August 2026, with employment types broken down into 78% Full Time, 15% Part Time, and 7% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $53,969 per year, or $25.9 per hour.

Insurance Broker

Alchemy Financial Group

Rockingham, NC • On-site

$65K - $130K/yr

Full-time

Re-posted 9 days ago

Job description

About the Insurance Broker position
Our growing insurance brokerage is looking for full-time brokers to join our team! We will provide the support and resources you need to reach your goals and beyond! If you have a strong drive to succeed, great communication skills, coachability, and a entrepreneur mindset we would love to hear from you.
Insurance Broker responsibilities are:
  • Evaluate new customers insurance needs, risks, existing coverage, long term goals, and financial status to create a tailored experience that exceeds expectations
  • Building rapport with customers
  • Getting details from customers to assist them
  • Ensuring all paperwork is up to date
  • Provide warm and professional customer service while onboarding new clients and maintaining existing clients
  • Being aware of the company's services/policies
  • Working accordingly with company policies
Insurance Broker requirements are:
  • Must be at least 18 years or older
  • Active drivers license
  • Coachable, detail oriented, and a team player
  • Communication skills should be excellent

Apply