What are the responsibilities and job description for the New Business Coordinator position at B.O.S.S. Retirement Solutions?
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
· Life insurance license preferred
· 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) No remote
This position starts at $50,000/year without Insurance and Series 65 licences. If Insurance license is obtained, the base salary will be increased $5,000. If the Series 65 designation is obtained, the base salary will be increased another $5,000 to $60,000/year.
B.O.S.S. Retirement Solutions hires a strong team of professionals to ensure clients receive all the
assistance they need in developing their retirement income strategy and maintaining it
throughout retirement.
Salary : $5,000 - $60,000