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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 adept at managing essential client documentation? Our dynamic financial firm is seeking a meticulous New Business Processor to facilitate a smooth client acquisition journey from application submission to policy issuance. We are in search of a dedicated and optimistic individual to enhance our ever-expanding team.

Our office prioritizes delivering exceptional client experiences, and you will have the chance to make a significant impact on our clients' financial well-being.

Essential Qualifications:

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

Key Skills for Success:

  • Outstanding organizational abilities and meticulous attention to detail
  • Capability to manage critical documentation with limited client interaction
  • Proven determination in achieving quality outcomes
  • Strong verbal and written communication skills
  • Self-driven and proactive attitude
  • Process-oriented approach
  • Excellent follow-through skills

Primary Responsibilities:

Your role will be pivotal in ensuring we prioritize client needs and deliver exceptional service. Your main responsibilities will include:

  • Processing and finalizing all business applications received from Advisors
  • Verifying the accuracy and completeness of submitted information and ensuring all necessary forms are included when forwarding to insurance or security agencies
  • Submitting all correctly completed applications and forms to the relevant agencies
  • Following up on outstanding applications with various insurance or security agencies and transfer companies to expedite the application process
  • Investigating and resolving any issues related to applications
  • Responding promptly to Advisors' requests and meeting their needs efficiently
  • Carrying out any additional tasks as assigned by management

Compensation:

  • $45,000 - $55,000 annually, commensurate with experience

Benefits Offered:

  • Comprehensive Medical coverage
  • 401(K) retirement plan
  • Generous Paid Time Off (PTO)

Presented by Advisor Employee Services Thank you for considering the New Business Processor position. Advisor Employee Services operates as a consulting firm serving top financial advisors nationwide with their recruitment needs. We pride ourselves on a robust and continuously evolving business model that allows us to effectively meet the staffing requirements of established financial advisors.