New Business Processor
Do you have a passion for the financial industry and knowledge of processing important client paperwork? Our fast-paced financial firm in Winter Park, FL 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 in a financial office preferred
- Intermediate to advanced computer skills
- Experience with Excel required
- Experience with Annuity applications and transfers preferred
- Understanding of Tax Qualified and Non-Tax Qualified Accounts preferred
- Experience with Brokerage and Life Insurance accounts preferred
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- Ability to work with important paperwork without much client interaction
- 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
- Research and analyze application issues and provide problem resolution
- Answer Advisors’ requests and respond to their needs in a timely manner
- Additional duties and responsibilities as required by management
Salary:
Benefits:
- Full Medical
- 401(K)
- Generous 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 Overland Park, 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
