JOB DETAILS

Agent Onboarding Specialist (GHL Experience) – Virtual Assistant

CompanyVirtual Rockstar
LocationManila
Work ModeOn Site
PostedApril 18, 2026
About The Company
Welcome to Virtual Rockstar, where we specialize in providing top-tier virtual assistance services to outpatient private practices. Our mission is to empower Medical entrepreneurs and leaders with the administrative support they need to thrive in an increasingly competitive healthcare environment. Our virtual assistants are meticulously trained in private practice operations, billing, patient scheduling & reception, insurance verification & authorization, marketing, bookkeeping, and more, ensuring that our clients receive skilled support that enhances operational efficiency and patient satisfaction. Why choose Virtual Rockstar? We believe in building partnerships that foster growth and success. Our virtual assistants are not just remote employees; they are integral members of your team who are committed to your practice’s success. With Virtual Rockstar, you gain more than just extra hands—you gain a strategic ally dedicated to helping you streamline processes and improve outcomes. With each higher, you're not only getting a more committed team member (saving on average $20,000 of profit per hire), you are bringing a family out of poverty. Partner with Virtual Rockstar to transform your private practice with exceptional virtual assistance. Let's achieve greatness together!
About the Role

This is a remote position.

Virtual Rockstar is looking for a proactive, organized, and tech-savvy Agent Onboarding Specialist to join our client’s team. This role is perfect for someone who loves guiding others, thrives in a fast-paced environment, and takes pride in delivering an excellent onboarding experience.

You’ll be the first point of contact for new agents, walking them through setup, training, and compliance so they feel confident and supported from day one. Beyond onboarding, you’ll also help with training sessions, answering agent questions, and collaborating with the Agent Experience team to make sure every agent feels set up for success.

About the Company

Our client is a well-established technology and marketing firm in the financial services industry. They specialize in supporting independent professionals with the tools, resources, and training needed to grow their businesses. With a focus on innovation, collaboration, and service, the company is committed to creating an environment where every team member plays a vital role in delivering an exceptional experience to their agents.

Why You’ll Love This Role

  • Fully remote opportunity

  • Collaborative, people-focused team culture

  • Direct impact on the success of new agents

  • Opportunities to grow your skills in training, onboarding, and support

Responsibilities

Onboarding:

  • Lead one-on-one virtual onboarding sessions with new agents.

  • Guide agents through enrollment and contracting, ensuring documentation is correct and complete.

  • Provide introductory training on CRM tools and systems.

  • Help agents navigate compliance, licensing, and account setup (emails, phone numbers, system access).

Agent Support & Training:

  • Answer agent questions via email, chat, and phone with professionalism and care.

  • Host group training sessions on tools, updates, or compliance topics.

  • Collaborate with the Agent Experience team on projects and initiatives.

  • Jump in on other tasks to keep things running smoothly.



Requirements

Required:

  • Excellent English skills (both written and spoken) with a clear, professional accent.

  • 2+ years in a client-facing role (customer service, onboarding, tech support, or VA work).

  • Strong organizational skills—you can juggle multiple files and a busy calendar with ease.

  • Tech-savvy and quick to learn new tools (experience with CRM and video conferencing is key).

  • Reliable, punctual, and committed to delivering top-notch support.

  • Customer-first mindset with patience, professionalism, and positivity.

Preferred:

  • Experience in insurance, annuity, or financial services.

  • Training or presentation experience.

  • Previous remote work for a U.S.-based company.

Technical Requirements

  • Modern, reliable computer with webcam.

  • High-speed internet (25 Mbps download / 10 Mbps upload minimum).

  • Quiet, professional workspace.

  • Quality noise-canceling headset.



Benefits

  • Competitive salary commensurate with experience.

  • Opportunities for professional development and growth.

  • Work in a dynamic and supportive team environment.

  • Make a meaningful impact by helping to build and strengthen families in the Philippines. 



Key Skills
OnboardingCustomer serviceCRMTech supportVirtual assistantCommunicationOrganizationTrainingComplianceFinancial servicesVideo conferencingProblem solving
Categories
Customer Service & SupportAdministrativeFinance & AccountingMarketing
Benefits
Competitive salaryProfessional developmentGrowth opportunitiesSupportive team environment
Job Information
📋Core Responsibilities
The Agent Onboarding Specialist will lead virtual onboarding sessions, guide new agents through enrollment, and provide training on CRM tools and systems. They will also serve as a primary point of contact for agent support, answering questions and collaborating with the Agent Experience team.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
19
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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