Senior Director, Onboarding

Globe Life

Senior Director, Onboarding managing key accounts and agent training for Globe Life. Collaborating with internal departments to enhance operational support and agent activation.

Posted 7/17/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in insurance sales support, agent onboarding, and training delivery, with a strong focus on performance metrics and marketing operations. Proficient in managing key accounts and facilitating effective communication between agents and internal partners.

Highest-signal resume keywords

Insurance Sales SupportAgent OnboardingTraining DeliveryCRM ManagementMedicare Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Performance Metrics TrackingAuditing SkillsMarketing Campaign DevelopmentHTML Email CommunicationsLead Vendor Management

Soft Skills

Leadership SkillsCoaching SkillsCommunication SkillsProblem-Solving MindsetPublic Speaking Skills

Tools & Technologies

CRM PlatformsMarketing Automation ToolsWeb-Based SystemsMicrosoft Office Suite

Certifications & Qualifications

Life and Health Insurance License

Industry Keywords

Medicare ProductsEnrollment PeriodsSales Support ProcessesAgency OperationsRecruiting Support

About the role

Key responsibilities & impact

Support assigned key accounts by responding to production, recruiting, and service requests, and coordinate solutions with internal partners to remove barriers to sales.
Manage a portfolio of key accounts while providing direct production coaching and servicing support to first-year producers and key account managers.
Maintain, update, and communicate key performance metrics by managing tracking tools and preparing reports for leadership.
Calculate, audit, and inspect quarterly bonus and incentive amounts to ensure accuracy, accountability, and timely payout support.
Partner with recruiting teams to transition newly appointed agents into early production by clarifying expectations, connecting agents to training resources, and monitoring activation progress.
Facilitate agent onboarding by guiding agents through portal registration and related systems, and troubleshooting access, credential, and navigation issues.
Train and coach agents, recruiters, and field leaders on sales and production fundamentals through one-on-one support, group sessions, webinars, and follow-up coaching.
Plan, create, market, and deliver recurring training webinars and live seminars, including coaching team members on effective presentation skills, content flow, and audience engagement.
Create marketing materials, promotional campaigns, sales support content, and promotional videos to support product launches, recruiting initiatives, and major field events.
Speak and present at major company events (e.g., convention, recognition events, and other large meetings) to support training, motivation, and strategic initiatives.
Work with lead vendors to define quality expectations, improve lead performance, negotiate terms, and identify alternative lead sources.
Build, manage, and optimize automated drip campaigns and workflows for recruiting prospects and agents using approved CRM/marketing tools, including administration, troubleshooting, and process improvements.
Write and deploy professional HTML email templates and communications to improve message quality, branding consistency, and campaign performance.
Drive attendance and engagement for training webinars and seminars through coordinated marketing outreach, invitations, reminders, and follow-up campaigns.
Serve as a liaison between the field and home office partners to escalate and resolve agent-impacting issues while building strong cross-functional relationships.
Support product launches and field rollouts by developing communication pieces, training content, and implementation support for agents and leaders.
Document common issues, solutions, and process improvements, and share updates with stakeholders to reduce repeat problems and improve the agent experience.
Demonstrate the business impact and ROI of recruiting efforts by tracking outcomes and communicating how recruiting activity contributes to production and team performance.
Perform administrative and coordination duties required to operate the function effectively.

Requirements

What you’ll need

High school diploma or equivalent (GED) required; college coursework or associate degree preferred.
Equivalent combination of education, training, and directly relevant experience will be considered.
Completion of company/industry training related to Medicare products, enrollment periods, compliance, and sales support processes preferred.
5+ years of experience in insurance sales support, key account support, agency operations, recruiting support, field training, marketing operations, or a related role.
Experience supporting agent onboarding, appointment, and activation processes, including portal/system troubleshooting and issue resolution.
Demonstrated ability to manage and coach producers, account managers, and/or support team members to improve production outcomes.
Experience creating and delivering training webinars, seminars, and presentations, as well as marketing materials and campaigns that drive attendance, engagement, recruiting, and production growth.
Experience working with lead vendors, evaluating lead quality/performance, and identifying alternative lead sources.
Experience tracking, analyzing, auditing, and communicating performance results (e.g., production, recruiting, incentives/bonus metrics) to leaders and stakeholders.
Experience with CRM management, workflow automation, drip campaigns, or related marketing/operations systems support.
Medicare knowledge and ability to support training on enrollment periods, penalties, and product basics strongly preferred.
Valid driver's license with ability to travel locally; Life and Health insurance license required.
Ongoing continuing education for Medicare preferred.
Thorough knowledge of the insurance sales and agent lifecycle (recruiting, appointment, onboarding, activation, and ongoing production support).
Working knowledge of Medicare products (Medicare Supplement/Medigap, Medicare Advantage, Part D), enrollment periods (IEP, AEP, OEP, SEP), and common late enrollment penalties.
Strong analytical, auditing, and reporting skills, including the ability to calculate and inspect incentive/bonus amounts and communicate insights to leaders.
Strong leadership, coaching, and communication skills, including facilitation and presentation skills for webinars, seminars, and major events.
Demonstrated problem-solving mindset with the ability to troubleshoot portal, CRM, and process issues and drive resolution across departments.
Experience developing marketing and sales enablement content, including training materials, promotional videos, campaign messaging, and HTML email communications.
Working knowledge of CRM platforms, marketing automation, drip campaigns, and data-driven campaign execution.
Vendor management and negotiation skills, including lead source evaluation and quality/performance improvement.
Strong project management and prioritization skills in a fast-paced, multi-stakeholder environment.
Proficiency with Microsoft Office (Excel, PowerPoint, Outlook) and comfort with web-based systems, portals, and reporting tools.
Strong public speaking skills with the ability to present clearly and professionally to small and large audiences, including leadership and field teams.

Benefits

Comp & perks

Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.