Onboarding Specialist

📍 Remote | Full-Time (ready working in EST timezone)

About the Company

Our client is a dynamic real estate coaching company that helps real estate agents accelerate their careers. Agents who join receive free coaching, tools, and support while the company partners with them for long-term success. The model is simple : empower agents with proven systems and mentorship, and share in the success of their real estate deals.

We are looking for an Onboarding Specialist to play a key role in welcoming new agents, guiding them through the setup process, and ensuring they are fully equipped to succeed from day one. This role blends customer service, operations, and a creative touch with social media.

What You’ll Do (Daily Workflow)

Confirm all exploration calls the day before (via Follow Up Boss) and input call details / tags.

Send post-call follow-up texts to prospects and coordinate with sponsors or Aaron to initiate onboarding.

Share and manage applications, answer onboarding questions, and ensure completion within 1 week.

Manage and update Follow Up Boss (CRM) records daily.

Use Canva to create branded social media templates and collaborate with new agents / sponsors for posts.

Post on Instagram (stories, reels, collaborations, tags, music, links) to welcome and highlight new agents.

Add agents to the company WhatsApp groups and share onboarding announcements.

Support Zoom meetings and create simple training / introduction videos as needed.

At month-end, prepare “End of Month Reels” celebrating all new onboarded agents.

What We’re Looking For

✅ Experience & Skills

1–2 years in customer support, executive assistant, or HR roles.

Strong knowledge of Google Suite (Docs, Calendar, Gmail) .

Proficiency with Canva (social media content).

Hands-on experience with Instagram posting, stories, and collaborations .

Familiarity with CRMs (Follow Up Boss preferred).

Comfort using Zoom and creating short training or intro videos.

Excellent communication skills, proactive follow-up, and attention to detail.

✅ Bonus Points If You

Have prior experience in real estate, coaching, or recruiting environments .

Enjoy creative projects and social media marketing.

Thrive in a remote, fast-paced environment.

Why Join Us?

Be part of a mission-driven company that empowers real estate agents to grow their careers.

Work directly with leadership and have a high-impact role in shaping agent success.

Remote-first culture with flexibility and growth opportunities.

A collaborative team where your voice and ideas matter .