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Business Acquisition Specialist

2 months ago

Reston, Virginia, United States Advisor Employee Services Full time
New Business Processor Role

We are seeking a detail-oriented and organized New Business Processor to join our team at Advisor Employee Services. As a key member of our financial operations team, you will play a critical role in ensuring the smooth processing of client applications from submission to policy delivery.

Key Responsibilities:
  • Process new business applications and ensure accuracy of information provided
  • Submit completed applications and forms to insurance/security agencies in a timely manner
  • Follow up on pending applications and resolve any issues that may arise
  • Provide excellent client service and respond to advisors' requests in a timely manner
Requirements:
  • Previous experience in processing new business paperwork in a financial office preferred
  • Intermediate to advanced computer skills, including experience with Excel
  • Strong organizational skills and attention to detail
  • Excellent communication and problem-solving skills
What We Offer:
  • Competitive salary range of $45,000 - $55,000 BOE
  • Full medical benefits, 401(k), and generous PTO

We are a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of established financial advisors. If you are a motivated and detail-oriented individual looking for a challenging role in the financial industry, we encourage you to apply.