Client Services Associate/New Business Specialist

Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? Dowling Legacy & Retirement, a financial services firm in Orland Park, IL, has an opening for a full-time Client Services Associate/New Business Specialist - and this is far more than just another job opportunity!

When it comes to choosing your next opportunity, you may be wondering what to expect. If you join our team, we provide:

• Health and Dental Insurance
• Paid Time Off
• Sick days
• Paid holidays

Now, you’re probably wondering a little more about what we need, so here it is:

• Prior Administrative Experience (Required)
• High School Diploma (Required)
• Proficient with Microsoft Office Suite (Required)
• Prior Experience Working in Financial Advisory Industry (Preferred)
• Excellent verbal and written communication skills

Want some more specifics? If you join the Dowling Legacy & Retirement team, here’s what you’ll be doing:

• Assist in completing new account paperwork and annuity and life insurance applications
• Collect all vital information for all paperwork
• Collect all needed transfer forms
• Obtain necessary documents and signatures from clients for carrier approval
• Process new business applications with detail and accuracy and submit to appropriate carriers
• Follow-up with insurance companies and Gradient new business
• Track application process
• Track new account funding and set up
• Complete all new licensing requirements
• Obtain client information regarding accounts and documents
• Enter clients into CRM system
• Run reports as needed
• Complete the new business processes
• Provide all needed information and material for delivery
• Answer incoming phone calls and assist with client requests
• Build strong, meaningful relationships with the clients
• Set up vault access for client use
• All other duties as assigned

Now that you know a little more about us and what we’re looking for, it’s time for you to tell us about you. Reach out to us ASAP because you just might be exactly who we’re looking for!

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Orland Park, IL 60467: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• What is the rate of pay you are looking for? (please do not put negotiable; can indicate range)

Education:

• High school or equivalent (Required)

Experience:

• Administrative: 3 years (Required)
• Microsoft Office: 3 years (Required)

Work Location: One location