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New Business Coach

2 months ago

Fort Lauderdale, United States Sound Income Group Full time
Job DescriptionJob DescriptionDescription:

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 33309).


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.