Business Acquisition Specialist

2 days ago

Winter Park, Florida, United States Advisor Employee Services Full time
{"title": "New Business Processor", "description": "Key Responsibilities

As a New Business Processor with Advisor Employee Services, you will play a critical role in ensuring the smooth client acquisition process from application submission to policy delivery. Your attention to detail and organizational skills will be essential in completing and processing all applications for business submitted by advisors.

Key Tasks:

  • Complete and process all applications for business submitted by advisors
  • Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agencies
  • Submit all completed in good order applications and forms to the proper agencies
  • Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward
  • Research and analyze application issues and provide problem resolution
  • Answer advisors' requests and respond to their needs in a timely manner

Requirements:

  • Previous experience in processing new business paperwork in a financial office preferred
  • Intermediate to advanced computer skills
  • Experience with Excel required
  • Experience with Annuity applications and transfers preferred
  • Understanding of Tax Qualified and Non-Tax Qualified Accounts preferred
  • Experience with Brokerage and Life Insurance accounts preferred

What We Offer:

  • $45,000 - $55,000 BOE
  • Full Medical
  • 401(K)
  • Generous PTO

Advisor Employee Services is a consulting firm located in Overland Park, Kansas, representing the top 1% of financial advisors in all 50 states in their hiring needs. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors.", "lang_code": "en-US"}

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