New Business Coordinator

Job Description

The New Business Coordinator plays an integral role in our Operations Department providing high-level customer service ensuring the accuracy of client applications. Team members will be involved in the entire process once clients sign application. Duties include, but are not limited to:

· Process client applications, transfers, and other required documents

· Resolve any issues with client paperwork

· Work with third-party companies

· Application preparation

Minimum Qualifications

· Extreme attention to detail and follow-through

· Task oriented

· Bachelor’s degree or equivalent experience (in lieu of Bachelor’s degree, must have 4 years’ experience in finance industry)

· Minimum of 2 years of experience in a related field

· Series 65 designation preferred

· Life insurance license preferred (required to obtain license once hired)

· Proficient in Excel, Microsoft Word, Database Management with basic understanding of Windows and Mac IOS.

· Must be available for work full-time hours (Monday-Friday 8:30 am to 5:30 pm, occasional evenings)

This position starts at $50,000/year plus bonuses without Series 65 designation. If Series 65 designation is obtained, the salary will be raised to $60,000/year plus bonuses.

Equal Opportunity Employer M/F/D/V

Work Remotely

• No

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Health insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Education:

• Bachelor's (Preferred)

License/Certification:

• Life and Health Insurance License (Preferred)

Work Location: In person