Do you have a passion for the financial industry and knowledge of processing important client paperwork? Our fast-paced financial firm, Heritage Wealth Management in (Sandy, UT) 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 seek a hard-working, positive individual to join our continuously growing team. We want to talk to you if you seek a company that cares about team members and clients!
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 desired
Experience with Excel required
Must have experience with Annuity applications and transfers
Must understand Tax Qualified and Non-Tax Qualified Accounts
Experience with Brokerage and Life Insurance accounts
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 the Advisor
Ensure the accuracy of information provided and that all forms needed are included when forwarded to the insurance/security agencies
Submit all completed 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 promptly
Provide some sales operation support to the overall objective of the business
Additional duties and responsibilities as required by management
Salary:
$50,000 - $55,000
Benefits:
Health Insurance after 30 days
Generous PTO
Hours:
Monday - Friday:9 am - 5 pm
Presented by Advisor Employee Services Thank you for your interest in the New Business Processor role. Advisor Employee Services, a consulting firm located in Lenexa, 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!