Agent Onboarding and Sales Specialist

Trove Group is seeking an Agent Onboarding Specialist to help newly affiliated licensed agents move from contracting to their first successful sales. This person will be the agent’s primary point of contact during onboarding, coordinating with our contracting, sales, and Workplace Growth Manager teams to keep each step moving.

The right candidate is organized, responsive, and comfortable following up across multiple teams. They can make a complex process feel clear to an agent while keeping accurate records and surfacing delays before they affect a case.

New agents understand their next step, complete the required contracting and appointment process, connect with a Workplace Growth Manager, and receive practical support through their first cases. Internal teams have a reliable view of each agent’s status, and fewer opportunities stall because of missed handoffs.

• Guide new licensed agents through Trove’s onboarding process, from initial paperwork and contracting through carrier appointments, training, and first cases.
• Track each agent’s progress and confirm that required steps are completed before the agent begins applicable sales activity.
• Coordinate with the contracting team on Trove affiliation and appointment submissions for ACA and small group carriers; follow up on outstanding items and communicate status to agents and sales leaders.
• Schedule platform access, introductory training, and meetings with Workplace Growth Managers so agents know where to find support and how to bring in opportunities.
• Help agents prepare for their first cases by connecting them with the right people for quoting, product questions, enrollment support, and case submission.
• Maintain clear onboarding records, next steps, and follow-up dates so agents and internal teams can see where each agent stands.
• Stay in touch beyond the first sale to resolve onboarding issues, reinforce available resources, and support a smooth transition into ongoing agent service.
• Identify recurring bottlenecks and recommend improvements to the onboarding process.
• Compliance with all applicable laws and regulations
• Other duties as assigned