New Business Processor

Do you have a passion for the financial industry and knowledge of processing important client paperwork? Our fast-paced financial firm in Winter Park, FL is looking for a strong, detail-oriented New Business Processor to ensure the client acquisition process from application submission to policy delivery is as smooth as possible.

We are seeking a hard-working, positive individual to join our continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!

Our office prides itself on providing the ultimate client experience. You can make a direct impact on our client’s financial freedom!

Minimum 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

This position requires that you possess the following skills :

• Strong organizational skills and attention to detail
• Ability to work with important paperwork without much client interaction
• Ability to demonstrate persistence to achieve quality
• Excellent communication; both verbal and written
• Self-directed initiative
• Process driven
• Strong follow-through

Responsibilities :

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will :

• Complete and process all applications for business submitted by Advisor
• 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
• Additional duties and responsibilities as required by management

Salary :

$45,000 - $55,000 BOE

Presented by Advisor Employee Services Thank you for your interest in the New Business Processor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs.

Please take a moment to explore our website and the services provided https : / / aesplacement.com / . 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

Last updated : 2024-04-23