New Business Consultant - Addison, TX
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About The Position
The New Business Consultant is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with broker-dealer, and serving as a point of contact between financial professionals, product partners, and custodians. Here are a few examples of the kinds of things you'll do: Provide training to financial professionals for new business protocols and technology fundamentals. Assist in the onboarding of new clients by accurately preparing and processing insurance, annuity, and investment account applications. Manage account openings and asset movement requests with broker dealer. Utilize industry technology, such as Salesforce CRM and proprietary product platforms to create, track, manage, and complete tasks related to new business operations. Implement and manage systems to track multiple time sensitive deadlines and maintain electronic client files. Communicate new account statuses, resolve client service issues, and support financial professional-client relationships through regular follow-ups. Assist with routine account or policy maintenance items for both new and existing clients and serve as a point of contact between the financial professional, product partners and custodians. Perform other job-related duties or projects as needed, which may include administrative tasks such as greeting guests, managing mail, answering phones, ordering supplies, and facilities management. Adhere to all legal and regulatory requirements while performing work activities and follow high standards of business ethics in all client interactions and transactions.
