New Business Specialist

New Business Specialist About Us:Keystone Financial Resources is a comprehensive advisory firm committed to crafting successful, personalized retirement plans. We utilize proven financial strategies, effective systems, and a focused approach to help our clients achieve their long-term goals. Our dedication to excellence ensures seamless onboarding, ongoing support, and lasting client relationships.Key Responsibilities:Serve as the primary point of contact for new clients during the onboarding process.Guide clients through initial setup and transfer of their accounts.Develop and maintain strong client relationships to ensure satisfaction and long-term retention.Collaborate with internal teams (sales, customer support, product) to streamline the onboarding experience.Identify potential challenges and proactively address client concerns.Maintain accurate records of client interactions and onboarding progress.Prioritize and manage day-to-day tasks, ensuring timely resolution of client and operational issues.Follow up with vendor companies and clients as needed to facilitate smooth transactions.Assist the advisor with pre-appointment preparation for new client onboarding.Address and resolve issues related to new accounts, transfers, and amendments.Accurately track new business requests through data entry in CRM database and ensure follow-through to completion.Perform clerical duties such as filing, scanning, and managing paperwork.Required Skills:Strong organizational skills and attention to detail.Excellent communication and follow-up abilities.Ability to multitask and work efficiently in a fast-paced environment.Proficiency in data entry and office software.Process-drivenInsurance licensing and Series 65 (preferred)Employee Benefits & Perks:At Keystone Financial Resources, we believe in investing in our employees well-being and professional growth. Our team enjoys a supportive, collaborative environment with excellent benefits, including:Paid Holidays & Time Off- Enjoy two weeks of paid time off during Christmas and New Years.Generous PTO- Receive 10 PTO days annually after 90 days of employment, increasing to 14 days after one year of full-time employment.Retirement Savings- Simple IRA (similar to a 401k) with 3% company matching after one year of full-time employment.Work-Life Balance- 36-hour work weeks with half-day Fridays! Office hours: Monday-Thursday, 9 AM - 5 PM; Friday, 9 AM - 1 PM.Parental Leave- We support our team members with paid parental leave.Team-Oriented Environment- A collaborative workplace where your contributions are valued.Office Perks- Enjoy complimentary snacks and drinks in the office.Career Growth- We are committed to your professional and personal development, providing opportunities for continuous growth and advancement.Join our team and build a fulfilling career with a company that values you!

Created: 2025-02-19