New Business Processor
Quick Apply Full-time 14 hours ago Full Job Description Financial FMO/IMO company in Fort Lauderdale seeks LOCAL candidates with experience writing ACAT, annuity and financial applications.
Must have at least 3-5 years of experience working in the financial industry.
We are looking for detail orientated candidates with impeccable communication and follow-through skills who genuinely possess the desire to help our advisors grow their businesses.
Responsibilities include, but may not be limited to, training advisors and staff, explaining financial applications, scrubbing applications, and scheduling calls and meetings.
Since we are a rapidly growing financial organization continually looking for skilled talent, we realize it may be difficult to find the perfect candidate.
For this reason, we may tailor the position to the candidate we choose.
Other industry experience and strengths will be considered in determining which skills will best meet our team's needs.
Key Responsibilities Complete and double check all paperwork for items that need to be added, signatures, initials, dates, etc.
Submit applications to carrier with client's check, rollover paperwork, or transfer paperwork and most recent statements Follow up on all pending transfers by checking carrier website or contacting the companies directly Frequently communicate with clients regarding the activity of their accounts that are getting established Manage client information - prepare client reports, submit and follow up on necessary paperwork, maintain client files and activity reports in database.
Work closely with other financial intermediaries, such as brokerage firms, investment companies, accountants, attorneys etc.
Deliver superior client service Communicate with clients verbally and in writing Qualifications & Skills Proficient in computer skills-Microsoft Word, Excel & Outlook CRM experience is a plus At least 3-5 years of experience working with clients in a financial firm Strong written and verbal communications skills Collaborative team player, able to work with and through others with minimal supervision.
Ability to establish and maintain positive relationships with existing and potential clients.
Must be detail oriented with strong organizational and time-management skills.
Ambitious with a sense of urgency and initiative; proactive vs.
reactive Must be dependable, professional, and accurate Series 65 License is a plus Bachelor's Degree highly preferred Benefits Health/Dental/Vision Life Insurance/Short & Long-term Disability Paid Time Off 401k Retirement Plan The duties and responsibilities described in the above job description are not a comprehensive list.
Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.
VDQVyjt3sf Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
Must have at least 3-5 years of experience working in the financial industry.
We are looking for detail orientated candidates with impeccable communication and follow-through skills who genuinely possess the desire to help our advisors grow their businesses.
Responsibilities include, but may not be limited to, training advisors and staff, explaining financial applications, scrubbing applications, and scheduling calls and meetings.
Since we are a rapidly growing financial organization continually looking for skilled talent, we realize it may be difficult to find the perfect candidate.
For this reason, we may tailor the position to the candidate we choose.
Other industry experience and strengths will be considered in determining which skills will best meet our team's needs.
Key Responsibilities Complete and double check all paperwork for items that need to be added, signatures, initials, dates, etc.
Submit applications to carrier with client's check, rollover paperwork, or transfer paperwork and most recent statements Follow up on all pending transfers by checking carrier website or contacting the companies directly Frequently communicate with clients regarding the activity of their accounts that are getting established Manage client information - prepare client reports, submit and follow up on necessary paperwork, maintain client files and activity reports in database.
Work closely with other financial intermediaries, such as brokerage firms, investment companies, accountants, attorneys etc.
Deliver superior client service Communicate with clients verbally and in writing Qualifications & Skills Proficient in computer skills-Microsoft Word, Excel & Outlook CRM experience is a plus At least 3-5 years of experience working with clients in a financial firm Strong written and verbal communications skills Collaborative team player, able to work with and through others with minimal supervision.
Ability to establish and maintain positive relationships with existing and potential clients.
Must be detail oriented with strong organizational and time-management skills.
Ambitious with a sense of urgency and initiative; proactive vs.
reactive Must be dependable, professional, and accurate Series 65 License is a plus Bachelor's Degree highly preferred Benefits Health/Dental/Vision Life Insurance/Short & Long-term Disability Paid Time Off 401k Retirement Plan The duties and responsibilities described in the above job description are not a comprehensive list.
Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.
VDQVyjt3sf Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
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