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New Business Coach

2 months ago

Fort Lauderdale, Florida, United States Sound Income Group Full time
Job Type

Full-time

Description

New Business Coach - Fort Lauderdale, FL

Sound Income Group ("SIG") believes there is a fundamental need for independent financial advice across America and investors achieve better outcomes when working with a financial advisor.

We provide resources, coaches, technology, access to subject matter experts and solutions to financial advisors nationwide.

The successful candidate should possess strong organizational and time management skills, have a high degree of attention to detail and be able to perform well under pressure.


This is an in-office position (Fort Lauderdale

What we offer:

Great company culture; we like working together

Competitive salary with excellent benefit package - Our benefits include Health/Dental/Vision, Life Insurance, Short/Long term Disability, Paid time off, 401k with employer match.

New, modern office suite in easy to access location in Fort Lauderdale. TriRail stops at our building and the I-95 onramp is less than .5 mile away.

Position Summary

This role will train advisors and staff, explain financial applications, scrub applications, regularly schedule calls and meetings.

Key Responsibilities

Work closely with other financial intermediaries, such as brokerage firms, investment companies, accountants, attorneys etc.

Deliver superior client service

Complete and double check all paperwork for items that need to be added, signatures, initials, dates, etc.

Submit applications to carrier with client's check, rollover paperwork, or transfer paperwork and most recent statements

Follow up on all pending transfers by checking carrier website or contacting the companies directly

Frequently communicate with clients regarding the activity of their accounts that are getting established

Manage client information - prepare client reports, submit and follow up on necessary paperwork, maintain client files and activity reports in database

Communicate with clients verbally and in writing

Requirements

At least 3-5 years of experience working with clients in a financial firm.

Degree in related field or equivalent combination of education & experience.

Series 65 License preferred or ability to obtain within first 6 months.

CRM experienced required, preferably Salesforce.

Proficient in computer skills-Microsoft Word, Excel & Outlook.

Strong written and verbal (English) communications skills.

Collaborative team player, able to work with and through others.

Ability to establish and maintain positive relationships with existing and potential clients.

Must be detail oriented with strong organizational and time-management skills.

Ambitious with a sense of urgency and initiative; proactive vs. reactive.