Agent Advisor, Onboarding

SERHANT.

Advisor assisting agent onboarding for SERHANT., a leading real estate brand. Ensuring effective training and adoption of tools for new agents' success.

Posted 6/29/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in onboarding processes and customer success, with a focus on agent engagement and proficiency in utilizing digital platforms and AI-driven tools. Strong communication and organizational skills are essential for managing multiple agent relationships and enhancing the onboarding experience.

Highest-signal resume keywords

Onboarding Process ExecutionGroup Training LeadershipCRM ProficiencyStrong Communication SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

OnboardingCustomer SuccessTrainingAdministrative SupportAgent Learning OutcomesPerformance MetricsS.MPLE Requests HandlingAI Tools UtilizationDigital PlatformsReal Estate Experience

Soft Skills

Strong CommunicationAttention to DetailProactive MindsetCollaborationCustomer Service

Tools & Technologies

CRMsAI-Driven ToolsProprietary TechnologyDigital Platforms

Industry Keywords

Real EstateOnboarding RoadmapAgent EngagementService Quality BenchmarksRemote Work

About the role

Key responsibilities & impact

Assist in executing the onboarding process for new agents, ensuring a smooth and personalized experience.
Lead weekly group onboarding sessions for new agent cohorts.
Conduct 1:1 check-in calls with new agents during their first 90 days to reinforce training and offer guidance.
Track and manage agent learning outcomes to ensure measurable progress through onboarding milestones.
Become fully proficient in the SERHANT. ecosystem to provide support, answer questions, and resolve agent issues.
Support faster agent proficiency by encouraging early and effective adoption of key tools and systems.
Respond to agent inquiries promptly and professionally regarding technology, workflows, and expectations.
Contribute to enhancements of the onboarding roadmap based on agent feedback and department priorities.
Utilize internal AI tools and proprietary technology to create efficiencies in onboarding and support.
Assist in handling S.MPLE requests with high-quality deliverables and timely turnarounds.
Deliver outstanding customer service to create a welcoming and empowering experience for new agents.
Meet performance expectations and contribute to departmental goals and KPIs, including agent engagement, onboarding outcomes, S.MPLE adoption, and service quality benchmarks.
Participate in department meetings and cross-functional collaboration efforts to continuously improve the onboarding process.

Requirements

What you’ll need

1–3 years of experience in customer success, onboarding, training, or administrative support; real estate experience a plus.
Experience leading small groups or training sessions in a remote environment.
Strong communication skills with the ability to clearly explain systems and processes.
Comfort with using CRMs, digital platforms, and AI-driven tools in a fast-paced environment.
Strong organizational skills with a proactive mindset and attention to detail.
Comfortable managing multiple agent relationships and follow-ups concurrently.
Experience working remotely and independently while remaining highly collaborative.
Available to work full-time, 40 hours per week, Monday–Friday, 9AM–5P to support SERHANT. markets.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Remote work options