ZipRecruiter

Log In

1

Commission Client Onboarding Jobs in Utah (NOW HIRING)

Soljets

Sales Director

Park City, UT · On-site

$100 - $150/hr

... client onboarding and post-sales support. * Communicate effectively with upper management ... We offer a competitive salary, commission structure, and a comprehensive benefits package. As the ...

next page

Showing results 1-20

All JobsClient Onboarding JobsCommission Client Onboarding JobsCommission Client Onboarding Jobs in Utah

Commission Client Onboarding information

What are common challenges faced during the commission client onboarding process, and how can they be addressed?

A common challenge in commission client onboarding is coordinating between multiple teams—such as compliance, sales, and operations—to ensure all client documentation is accurate and complete. Delays can occur if required information is missing or if regulatory requirements change. Successful onboarding professionals proactively communicate with clients and internal stakeholders, stay updated on compliance changes, and use checklists or workflow tools to track progress. Building strong relationships with internal teams also helps to quickly resolve issues as they arise.

What are the key skills and qualifications needed to thrive as a commission client onboarding specialist, and why are they important?

To thrive as a Commission Client Onboarding Specialist, you need strong knowledge of financial products, regulatory compliance, and client relationship management, often supported by a degree in finance or business. Familiarity with onboarding platforms, CRM systems, and KYC/AML compliance tools is typically required. Exceptional attention to detail, problem-solving skills, and effective communication help facilitate smooth client experiences and collaboration with internal teams. These skills are crucial to ensure accurate account setup, regulatory adherence, and client satisfaction in a highly regulated environment.

How to become a commission client onboarding specialist?

To become a commission client onboarding specialist, candidates typically need strong communication and organizational skills, experience with customer relationship management (CRM) tools, and knowledge of sales or onboarding processes. Relevant certifications or training in sales, customer service, or project management can enhance prospects. Prior experience in client-facing roles is often preferred.

What is the difference between Commission Client Onboarding vs Customer Success Specialist?

AspectCommission Client OnboardingCustomer Success Specialist
CredentialsRelevant certifications in sales, onboarding, or client managementCertifications in customer service, account management, or related fields
Work EnvironmentTypically in sales, finance, or client onboarding teams within various industriesUsually in customer service, account management, or client support teams
Employer & Industry UsageUsed in sales-driven industries like finance, SaaS, or consultingCommon in tech, SaaS, and service industries focusing on client retention
Search & Comparison IntentPeople comparing onboarding roles focused on sales commissionsPeople looking into client retention and post-sale support roles

Commission Client Onboarding focuses on guiding new clients through the onboarding process with an emphasis on sales commissions, while Customer Success Specialists prioritize ongoing client satisfaction and retention. Both roles involve client interaction but differ in their primary goals and metrics.

What is commission client onboarding?

Commission Client Onboarding refers to the process of integrating new clients into a company's commission-based services or platforms. This role typically involves verifying client information, setting up accounts, ensuring compliance with regulatory requirements, and facilitating the initial stages of the client relationship. The onboarding specialist acts as a liaison between the client and internal teams to ensure a smooth transition and a positive first impression. Effective client onboarding is essential for building trust and long-term business relationships. It often requires strong communication skills, attention to detail, and a solid understanding of the company's commission structures and compliance policies.
What are the most commonly searched types of Client Onboarding jobs in Utah? The most popular types of Client Onboarding jobs in Utah are:
What cities in Utah are hiring for Commission Client Onboarding jobs? Cities in Utah with the most Commission Client Onboarding job openings:
Commission Client Onboarding jobs near you
Infographic showing various Commission Client Onboarding job openings in Utah as of July 2026, with employment types broken down into 84% Full Time, 12% Part Time, and 4% Contract. Highlights an 71% Physical, 3% Hybrid, and 26% Remote job distribution.

Client Onboarding Specialist

Mason Crapo Farmers Insurance

Bountiful, UT • On-site

$38K - $50K/yr

Full-time

Medical, Dental, Vision

Re-posted 6 days ago

Job description

We're building a modern, technology-driven insurance agency focused on delivering an exceptional client experience. Every new client deserves a seamless transition, clear communication, and confidence that they've made the right decision. As our Onboarding Specialist, you'll own that experience from the moment a policy is sold until the client is fully onboarded.


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Flexible Schedule

Health Insurance

Vision Insurance

Dental Insurance


Responsibilities
  • Manage the full onboarding process for all new clients
  • Review policies for accuracy and completeness before binding
  • Ensure all documents, signatures, and payments are completed correctly
  • Proactively communicate with clients during onboarding
  • Coordinate between sales and service teams for smooth transitions
  • Set expectations with clients on billing, coverage, and next steps
  • Identify cross-sell and coverage gap opportunities
  • Maintain clean and accurate CRM/agency management system records

Requirements
  • Active Property & Casualty (P&C) License REQUIRED (or willing to obtain license)
  • Loves checklists and organization
  • Thrives in a fast-paced environment
  • Takes ownership without being asked
  • Communicates professionally with clients
  • Learns new technology quickly
  • Wants to grow into a leadership position