Business Development Specialist

6 days ago


Louisville, Kentucky, United States DPL Financial Partners Full time
About DPL Financial Partners

We are a leading provider of commission-free insurance and annuity products, dedicated to helping financial advisors and their clients achieve financial success.

Our innovative technology and modern approach to insurance have made us a trusted partner in the financial services industry.

We are seeking a detail-oriented and organized individual to join our team as a New Business Specialist.

Job Summary

The ideal candidate will be responsible for accurately processing and managing applications, ensuring all required documentation is complete and compliant with company policies and procedures.

As a valued member of our team, you will receive training, support, and career development opportunities, as well as a collaborative and inclusive work environment.

Key Responsibilities
  • Prepare and process annuity applications with a focus on accuracy and timeliness.
  • Maintain data integrity by ensuring all documentation is complete and accurate.
  • Coordinate new business requirements by communicating with advisors, clients, and third parties.
  • Collaborate with internal and external partners to gather and provide information to support operations functions.
Requirements
  • Self-starter with the ability to work within a team environment.
  • Strong attention to detail and ability to multitask.
  • Excellent analytical skills to review documents and make informed decisions.
  • Effective written and verbal communication skills.
Preferred Qualifications
  • Bachelor's degree from an accredited college or university.
  • Experience using Salesforce.
  • Familiarity with e-application platforms such as Firelight.

We offer a competitive salary and benefits package, including 3 weeks of paid time off and 100% DPL paid healthcare for employee coverage starting on the first day of employment.

Apply now to join our team and be a part of our mission to modernize insurance and annuities.



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