New Business Processor
Do you have a passion for the financial industry and knowledge of processing important client paperwork? Our fast-paced financial firm Wolfgang Capital in Temecula, CA 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 preferred
- Intermediate to advanced computer skills desired
- Must have experience with Annuity applications and transfers
- Must understand Tax Qualified and Non-Tax Qualified Accounts
- Experience with Brokerage and Life Insurance accounts
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- 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
- Answer Advisors’ requests and respond to their needs in a timely manner
- Assist with client updates, reports, and mailings
- Complete each service request and resolve client issues
- Assist chief compliance officer with Monthly, Quarterly and yearly Compliance tasks
- Additional duties and responsibilities as required by management
Hours
Salary
Benefits
- Medical insurance
- 401k with 5% company match
- PTO
Presented by Advisor Employee Services Thank you for your interest in the New Business Processor role. Advisor Employee Services, a consulting firm located in Lenexa, 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. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
