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Client Acquisition Specialist

2 months ago

Winter Park, Florida, United States Advisor Employee Services Full time

New Business Processor

Are you enthusiastic about the financial sector and skilled in managing essential client documentation? Our dynamic financial organization is in search of a meticulous and detail-oriented New Business Processor to facilitate a seamless client acquisition journey from application submission to policy issuance. We value a dedicated and positive individual to contribute to our ever-expanding team. If you are looking for a workplace that prioritizes both team members and clients, we would like to connect with you.

Our office is committed to delivering an exceptional client experience, allowing you to make a significant impact on our clients' financial well-being.

Minimum Qualifications:

  • Prior experience in processing new business documentation within a financial environment is preferred.
  • Intermediate to advanced proficiency in computer applications.
  • Proficiency in Excel is essential.
  • Familiarity with Annuity applications and transfers is a plus.
  • Understanding of Tax Qualified and Non-Tax Qualified Accounts is advantageous.
  • Experience with Brokerage and Life Insurance accounts is preferred.

This role requires the following competencies:

  • Exceptional organizational skills and attention to detail.
  • Ability to manage critical documentation with minimal client interaction.
  • Demonstrated persistence in achieving high-quality outcomes.
  • Strong verbal and written communication skills.
  • Self-motivated and proactive.
  • Process-oriented mindset.
  • Strong follow-through capabilities.

Key Responsibilities:

Our culture is deeply rooted in prioritizing client needs, which is fundamental to our operations. In delivering outstanding client service, you will:

  • Complete and process all business applications submitted by Advisors.
  • Ensure the accuracy of provided information and that all necessary forms are included when sent to the relevant insurance/security agencies.
  • Submit all completed applications and forms to the appropriate agencies.
  • Follow up on pending applications with various insurance/security agencies and transfer companies to ensure the application process progresses smoothly.
  • Investigate and resolve application-related issues.
  • Respond promptly to Advisors' requests and needs.
  • Perform additional duties as assigned by management.

Compensation:

  • $45,000 - $55,000 based on experience.

Benefits:

  • Comprehensive Medical Coverage.
  • 401(K) Plan.
  • Generous Paid Time Off.

Presented by Advisor Employee Services Thank you for considering the New Business Processor position. Advisor Employee Services, a consulting firm, represents top financial advisors nationwide in their hiring needs. We invite you to explore our services and learn more about how we can assist in meeting the personnel requirements of established financial advisors.