New Business Processor

New Business ProcessorDo you have a passion for the financial industry and knowledge of processing important client paperwork? Our fast-paced financial firm Wolfgang Capital in Temecula, CA 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:Previous experience in processing new business paperwork preferredIntermediate to advanced computer skills desiredMust have experience with Annuity applications and transfersMust understand Tax Qualified and Non-Tax Qualified AccountsExperience with Brokerage and Life Insurance accountsThis position requires that you possess the following skills:Strong organizational skills and attention to detailAbility to demonstrate persistence to achieve qualityExcellent communication; both verbal and writtenSelf-directed initiativeProcess drivenStrong follow-throughResponsibilities: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 forwardAnswer Advisors' requests and respond to their needs in a timely mannerAssist with client updates, reports, and mailingsComplete each service request and resolve client issuesAssist chief compliance officer with Monthly, Quarterly and yearly Compliance tasksAdditional duties and responsibilities as required by managementHours M-F 8am-5pmSalary $50,000-$60,000BenefitsMedical insurance401k with 5% company matchPTOPresented 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 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!

Created: 2025-01-14