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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 organization 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-evolving team.

Our workplace is committed to delivering an exceptional client experience, and you will have the chance to significantly impact our clients' financial well-being.

Essential Qualifications:

  • Prior 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 a plus
  • Experience with Brokerage and Life Insurance accounts is beneficial

Key Skills for Success:

  • Outstanding organizational abilities and a sharp eye for detail
  • Capability to manage critical documentation with limited client interaction
  • Proven determination in achieving high-quality outcomes
  • Effective communication skills, both written and verbal
  • Self-driven and proactive approach
  • Process-oriented mindset
  • Strong follow-through capabilities

Primary Responsibilities:

Your role will be central to our commitment to prioritize client needs and ensure exceptional service. Your main responsibilities will encompass:

  • Processing and finalizing all business applications received from Advisors
  • Verifying the accuracy and completeness of information provided, ensuring all necessary forms are included when submitting to insurance/security agencies
  • Submitting all correctly completed applications and forms to the relevant agencies
  • Following up on outstanding applications with various insurance/security agencies and transfer companies to expedite the application process
  • Investigating and resolving any issues related to applications
  • Responding promptly to Advisors' requests and fulfilling 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, functioning as a consulting firm, specializes in supporting top financial advisors nationwide with their recruitment needs. We pride ourselves on a robust and continually evolving business model that enables us to meet the staffing requirements of established financial advisors effectively.