Templates
Employee Onboarding
Retirement Services Specialist Onboarding
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Retirement Services Specialist Onboarding

1
Provide the new hire with company policies and procedures manual
2
Introduction to Retirement Services Department
3
Tour of the Office Facilities
4
Assign the Employee a Workstation
5
Provide a Schedule of Onboarding Training Sessions
6
Access details for necessary digital systems
7
Training on Retirement Plan Products
8
Training on Retirement Plan Administration
9
Training on Regulatory Requirements in Retirement Services
10
Training on Interpersonal Communication Skills
11
Training on Customer Service Techniques
12
Execution of Practical Tasks under Supervision
13
Approval: Supervisor on Completed Tasks
14
Training on Company's Customer Relationship Management System
15
Assign a Buddy or Mentor
16
Opportunity to Observe Meetings or Client Calls
17
Conduct First Client Call under Supervision
18
Approval: Manager's Review on First Client Call
19
Schedule Regular Follow-Up Meetings
20
Feedback and Evaluation of Onboarding Process