New Business Support Specialist

Changing lives is the business we are in. Is that something you want to be part of? The role of the New Business Support Specialist is crucial to our firm. Our advisors depend on this key business partner to ensure our clients receive the service we promise. If you want to be a strategic partner to your colleagues and deliver high-level service to your clients, this role is the perfect fit.

What will I be doing?

As a New Business Support Specialist, you will assist with new business processing for multiple Financial Professionals and their teams. You will provide top-tier service across all business lines to advisors and their clients. Success in this role depends on a passion for serving others, building rapport, and fostering relationships with internal partners and external clients.

Roles & Responsibilties

• Ownership of the processing and workflow for insurance and investments.
• Data entry for insurance and investment applications, including life, disability income, fixed annuities, variable annuities, mutual funds, wealth management, and brokerage accounts.
• Prepare application packages via DocuSign for advisors and clients.
• Act as liaison between the advisor and the Home Office to resolve outstanding issues and expedite fulfillment.
• Strive for 100% accuracy in paperwork and data entry to reduce cycle times.
• Follow up on Medical Exams, Attending Physician Statements, and investment-related service requests as needed.
• Track and update cases for review with contracted advisors every week, and provide weekly status reports to the advisor and Managing Partner on the case's progress.
• Maintain a digital record of notes in the CRM.
• Participate in special projects as needed.
• Engage in training sessions to educate advisors on best practices for new business, boosting productivity, and retention.

Skillsets

• Self-starter capable of working independently and solving problems in a fast-paced environment.
• Ability to manage multiple priorities with a sense of urgency, professionalism, and confidentiality.
• Strong attention to detail and efficiency.
• Outgoing with excellent interpersonal skills and a passion for collaboration and results.
• Interest in learning about financial concepts and strategies.

What are the requirements and qualifications?

• U.S. citizenship or permanent residency is required.
• Knowledge of one or more financial products (Mutual Funds, Investments, Annuity, Life) and supporting systems is preferred.
• At least one year of customer service experience.
• Effective verbal and written communication skills.
• Proficiency with Microsoft Office, including Excel, SharePoint, and Adobe Acrobat.

Compensation And Benefits

• W2 employee with a base salary and bonus potential.
• Health coverage: medical with a health savings account, dental, and vision.
• Retirement plan: 401(k) with company matching.
• Welfare benefits: group life insurance, short- and long-term disability, and access to wellness and assistance programs.
• Paid time off.
• Reimbursement for FINRA licensing fees.