New Business Processor
📋 Role Overview & Responsibilities
New Business ProcessorDo you have a passion for the financial industry and knowledge of processing important client paperwork? Our fast-paced financial firm, SWAN Capital, in Pensacola, 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:2+ years previous experience in processing new business paperwork in a financial office preferredIntermediate to advanced computer skills desiredExperience with Excel requiredMust have experience with Annuity applications and transfersMust understand Tax Qualified and Non-Tax Qualified AccountsExperience with Brokerage and Life Insurance accountsInsurance License Preferred
This position requires that you possess the following skills:Strong organizational skills and attention to detailAbility to work with important paperwork without much client interactionAbility to demonstrate persistence to achieve qualityExcellent communication; both verbal and writtenSelf-directed initiativeProcess drivenStrong 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 AdvisorEnsure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agenciesSubmit all completed in good order applications and forms to the proper agenciesFollow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forwardResearch and analyze application issues and provide problem resolutionAnswer Advisors’ requests and respond to their needs in a timely mannerAdditional duties and responsibilities as required by management
Salary:$50,000 - $55,000/year
BenefitsHealthcare8% 401(k) match vested at 90 days15 days PTO from start8 paid holidays per year
Hours:Monday - Friday
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. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
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This position is located in Pensacola, FL with potential relocation and sponsorship assistance depending on candidate qualifications.
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