Customer Support and Onboarding Team Lead
Customer Support and Onboarding Team Lead with Vantage Insurance & Wealth Strategies.
Are you passionate about helping others and eager to make a meaningful impact? We are seeking a dedicated Customer Support and Onboarding Team Lead to join our mission-driven financial planning firm. In this role, you’ll play a key part in providing top-tier service to our clients, ensuring they have a seamless onboarding experience and receive exceptional care throughout their journey with us.
What You’ll Do:
- Oversee the client onboarding process, ensuring smooth transitions from start to finish.
- Manage client applications, appointments, and in-office visits, ensuring a first-class experience.
- Collaborate closely with our advisory team to support client needs.
- Once you've mastered our processes, you'll take the lead in improving workflows and training new team members.
- You may need to acquire a life insurance license and other relevant certifications to assist clients with questions related to their plans and policies (no advice or guidance, only service and onboarding).
What We’re Looking For:
- Strong work ethic, integrity, and a positive attitude.
- A team player who loves serving others and brightening their day.
- A teachable mindset and eagerness to learn new skills.
- Experience in the financial or insurance industry is ideal.
- Strong administrative skills and proficiency with computers (email, OneDrive, Word, Excel, website navigation).
Perks & Benefits:
- Salary: $18 -$20 per hour
- Status: Full-time
- Location: Redlands, CA
- 1 week paid vacation after 1 year, 2 weeks after 3 years, and 3 weeks after 5 years of service.
- Sick pay accrues over time.
- Be part of a small, growing company making a big impact in helping clients achieve a brighter and more secure future!
If you're looking for a role where you can grow, learn, and make a real difference, this could be the opportunity you've been waiting for!
- Locations
- Redlands
About The Redlands Chamber of Commerce
The spirit of community, history, and culture all help make Redlands a great place to live, work and play.
Join us in shaping your career or building your dream team – it's all within reach with the Redlands Chamber of Commerce Workforce Development Department. Let's work together to achieve your goals!
Customer Support and Onboarding Team Lead
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