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
· 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 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.