Recruiting & Agent Success Manager

New Era Financial is hiring an experienced Recruiting & Agent Success Manager to recruit agents and support them through licensing, onboarding, and their first 90 days.

Responsibilities

• Create and manage job postings on Indeed, LinkedIn, ZipRecruiter, and other relevant platforms.
• Build, manage, and optimize recruiting campaigns using Meta Ads Manager.
• Manage approved advertising budgets and track qualified applicants, interviews, and recruiting results.
• Maintain accurate candidate records with timely follow-up.
• Conduct phone screenings, group interviews, and one-on-one interviews via Zoom and in person.
• Explain the opportunity, including commission-based agent compensation, licensing requirements, and expectations.
• Evaluate candidates and coordinate final hiring decisions with leadership.
• Support a consistent recruiting experience for both local and remote candidates.
• Guide recruits through onboarding, exam preparation, exam scheduling, and licensing milestones.
• Work toward recruits taking their licensing exam within seven business days of beginning onboarding.
• Track progress, follow up on deadlines, and address obstacles promptly.
• Coordinate with the administrative lead for agreements, paperwork, and carrier contracting.
• Follow up with recruits on outstanding requirements and keep administration informed.
• Create and deliver simple orientation presentations covering company culture, responsibilities, standards, resources, and the training schedule.
• Maintain organized onboarding checklists, presentations, and process guides.
• Conduct scheduled check-ins throughout each new agent’s first 90 days.
• Track training participation, engagement, and progress toward initial production.
• Coordinate with coaches to connect agents with training and support.
• Identify early signs of disengagement and work with leadership to address them.
• Keep agent status, deadlines, obstacles, and next steps current in the tracking system.
• Provide daily updates to the owner and administrative lead covering recruiting activity, licensing progress, onboarding, agent engagement, and outstanding issues.

Requirements

• Demonstrated experience in recruiting, onboarding, and ongoing candidate or new-hire support.
• Hands-on experience managing campaigns through Meta Ads Manager.
• Experience managing job postings across multiple recruiting platforms.
• Experience conducting interviews and delivering orientation or training presentations.
• Exceptional organization, attention to detail, and consistent follow-through.
• Strong written and verbal communication skills.
• Ability to manage multiple candidates, deadlines, and priorities independently.
• Comfort using candidate tracking systems, spreadsheets, Google Workspace, and presentation software.

Technologies

• Meta Ads Manager
• Indeed
• LinkedIn
• ZipRecruiter
• Zoom
• Google Workspace

Benefits

• Paid time off

Preferred Qualifications

• Google Ads campaign management experience.
• Experience recruiting commission-based sales professionals.
• Insurance industry experience or familiarity with licensing and carrier contracting.
• Experience with Trainual or similar onboarding and training platforms.

Compensation & Performance Bonuses

• Guaranteed base salary
• Production bonus: Earned when an eligible recruit has their first policy issued and paid within 30 calendar days of their production-ready start date.
• Retention bonus: Earned when that recruit completes their first 90 calendar days and remains actively participating in training and production activity, as verified by leadership.
• Total bonus opportunity: eligible recruit meeting both milestones.
• Production-ready start date is recorded by leadership and administration once the agent is licensed, authorized to write with at least one carrier, and has the access needed to begin working.
• Retention bonus is paid once per recruit upon completing their initial 90 days; recruiter attribution, activity requirements, and payment timing are outlined in a written incentive plan.
• Pay: $30,000.00 - $40,000.00 per year
• Benefits: Paid time off

Work Location

• Hybrid remote in San Antonio, TX 78249