New Business Support Specialist
About The Position
New Business Support Specialist Changing people’s lives is the business we are in. Is that something you want to be a part of? The role of the Advisor Support Specialist is pivotal to our firm. Our advisors rely on this crucial business partner to ensure our clients receive the service we promise them! If you want to be a strategic partner to your colleagues and provide a high-level service to your clients, this role is the perfect fit for you. What will I be doing? As the Advisor Support Specialist, you will support new business processing for multiple Financial Professionals and their businesses. You will provide an elite level of service for all lines of business to the advisor and their clients. A passion for serving others, establishing rapport, and building relationships with internal partners and external clients is pivotal to success in this role.
Requirements
- To qualify, you must be a US Citizen or permanent resident.
- One or more years of customer service experience
- Ability to effectively communicate both verbally and in writing
- Proficient with Microsoft Office, including Excel, SharePoint, and Adobe Acrobat
Nice To Haves
- Knowledge of one or more financial products (Mutual Funds, Investments, Annuity, Life) and supporting systems preferred
Responsibilities
- 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 bundles via DocuSign for advisors and clients
- Act as liaison between advisor and Home Office to resolve any outstanding items and accelerate fulfillment of requirements
- Consistently strive for 100% accuracy of paperwork and data entry to decrease cycle times
- Follow up on Medical Exams, Attending Physician Statements, and investment-related service requests as needed
- Track and update cases to review weekly with contracted advisors and provide weekly status reports to advisor and Managing Partner on unit case progress
- Maintain a digital file of notes on approved CRM
- Work on special projects as needed
- Participate in trainings to educate advisors on best practices for new business to increase productivity and increase retention.
Benefits
- W2 employee with base salary and bonus potential
- Health benefits: medical with a health savings account, dental, and vision
- Retirement benefits: 401(k) with company matching
- Welfare benefits: group life insurance, group short- and long-term disability, and access to wellness and assistance programs
- Paid time off
- Reimbursement for FINRA licensing fees
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
