Are you passionate about guiding customers, ensuring a smooth onboarding experience, and setting them up for long-term success? We’re looking for a Customer Onboarding Specialist to join our team! In this role, you’ll be responsible for providing a seamless transition for new customers, ensuring they have the tools and knowledge needed to maximize the value of our products and services.
Why You’ll Love This Role:💼 Comprehensive Training – Whether you're experienced or new to onboarding, we provide the tools and support to help you succeed.
⏰ Flexible Work Schedule – Full-time or part-time opportunities with remote flexibility.
📈 Career Growth – Clear advancement paths into customer success, account management, or leadership roles.
💰 Competitive Compensation – Base pay plus performance-based incentives and bonuses.
✅ Lead the onboarding process for new customers, ensuring a smooth and engaging experience.
✅ Provide personalized training and support to help customers understand and use our products effectively.
✅ Develop onboarding materials, including guides, webinars, and video tutorials.
✅ Act as the primary point of contact during the onboarding phase, addressing questions and concerns promptly.
✅ Monitor customer progress and proactively identify potential roadblocks to success.
✅ Collaborate with customer success, sales, and product teams to optimize the onboarding journey.
✔ Excellent communication and relationship-building skills
✔ Strong ability to simplify complex concepts for customers
✔ Proactive problem-solver with a customer-first mindset
✔ Highly organized with the ability to manage multiple onboarding projects simultaneously
✔ Experience in customer onboarding, training, or support is a plus (but not required)
✅ Paid training and continuous mentorship
✅ Health insurance and retirement plan options
✅ Incentive bonuses and performance recognition
✅ Opportunities to grow into leadership and strategic roles
🚀 Ready to Make an Impact?
If you’re excited to help customers get started and succeed with our products, we’d love to hear from you!
👉 Apply now and join us as a Customer Onboarding Specialist—where first impressions create lasting success.
What We Do
The Strickland Group, led by Triston Strickland, is a premier agency in the Life Insurance Industry. Over the years, we’ve grown rapidly by putting our agents first and helping clients secure their financial futures.
VISION: Build, Equip, and Empower agents to achieve impact, freedom, and success.
MISSION:
Provide agents with the tools, training, and mindset to thrive.
Create a culture rooted in honor, growth, grit, and accountability.
Serve with excellence, integrity, and measurable impact.
We believe our business model is the best-kept secret in sales and the key to building lasting wealth.
Discover How Top Sales Professionals Are Breaking Free From the Traditional Income Model
This is only possible in the cash- and time-rich financial services industry.
If you’re an ambitious salesperson ready to break free from burnout and create a business that works for you, let’s talk.
Imagine This:
Meet clients only 2–3 times per week (virtually).
Earn $75K/year on average, $150K/year if skilled, $300K/year as a top performer.
What We DON'T Do:
60+ hour work weeks
Cold calling
Endless networking
Constant prospecting
What We DO:
Help you start part-time or full-time, building your own scalable business.
Provide the best products in today’s financial marketplace.
Hire performers, not backgrounds—we care about your drive and success.
Offer top commission rates, no income cap, plus monthly bonuses and trip incentives.
How We Make It Happen:
We’ve developed a proven, plug-and-play system that streamlines your sales process, letting you focus on what you do best—helping clients and growing your business. Our proprietary lead generation ensures you spend your time with clients ready to move forward.
