New Business Processor - Palm Harbor, FL

New Business Processor

Location: Palm Harbor, FL (In-Office)

Employment Type: Full-Time

Salary: $60,000 – $75,000 Base bonus potential

Bonus Potential: Yes

Benefits: Full benefits package including medical, dental, vision, 401(k) with profit sharing, PTO, generous paid holidays, incentive trips, and more.

About SimplePath Retirement

SimplePath Retirement is a family-owned retirement planning, insurance, and wealth management firm. We’re a boutique firm known for high standards and

white-glove service who enjoy creating experiences for our clients and our team.

The Opportunity

We are seeking an experienced New Business Processor to manage the critical transition from prospect to client. Your work ensures clients feel confident, supported, and well cared for from day one.

You’ll serve as the hub of our new business process, ensuring accurate, timely onboarding with clear communication and dependable follow-through. If you value a structured environment, take pride in creating calm and order, and find satisfaction in helping others navigate the complexity of retirement planning, this role is for you.

Your Mission

• You will own the execution of the client onboarding process from start to finish, ensuring clients feel informed at every step.
• Manage workflows, documentation, account openings, and insurance applications
• Coordinate paperwork and data entry in Salesforce
• Track progress and follow up to keep cases moving forward
• Communicate clearly with advisors, planners, and clients
• Maintain compliance and documentation standards
• Proactively identify and resolve issues
• Attributes That Matter
• Attention to Detail: You catch what others miss.
• Integrity: You protect compliance, confidentiality, and the firm—without shortcuts.
• Process-Driven: You follow the playbook consistently and look for thoughtful ways to refine it over time.
• Consistency-Focused: You maintain naming conventions, documentation standards, and system accuracy every time.
• Preventative Thinking: You anticipate issues before they impact clients or the team.
• Ownership: You take responsibility from start to finish.
• Timely Follow Through: You understand prompt, consistent, and predictable actions build trust.
• Team-First Mentality: You collaborate, communicate, and support the mission.
• Growth-Minded: Motivated by becoming better tomorrow than you are today –personally, professionally, and as part of the team.
  
  
  

Bring Your “A” Game

Required:

• 3 years of professional experience in client service, mortgage processing, or operations support
• Strong organizational and time management skills
• High technical fluency, including comfort navigating systems simultaneously (Mac preferred)
• Strong written and verbal communication
• Comfort working in structured, deadline-driven environments
• Ability to work in both a digital and paper environment
• Preferred:
• Florida 2-15 Insurance license or willing to obtain within 90 days
• Experience in financial services, insurance, or wealth management
• Advanced CRM (Salesforce) and digital file management experience
• Customer-facing experience in a professional setting
• Strong typing proficiency and effective use of keyboard shortcuts
  
  
  

Schedule:

In office: Monday – Friday, 8:30am – 5:00pm

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com