New Business Coordinator
B.O.S.S. Retirement Solutions, Lehi, UT, United States
The New Business Coordinator plays an integral role in our Operations Department providing high-level customer service ensuring the accuracy of client applications. Team members will be involved in the entire process once clients sign application. Duties include, but are not limited to:
Process client applications, transfers, and other required documents
Resolve any issues with client paperwork
Work with third-party companies
Minimum Qualifications
Extreme attention to detail and follow-through
Task oriented
Bachelor’s degree or equivalent experience (in lieu of Bachelor’s degree, must have 4 years’ experience in finance industry)
Minimum of 2 years of experience in a related field
Life insurance licence preferred
Proficient in Excel, Microsoft Word, Database Management with basic understanding of Windows and Mac IOS.
Must be available for work full-time hours (Monday-Friday 8:30 am to 5:30 pm) No remote
This position starts at $50,000/year without Insurance and Series 65 licences. If Insurance license is obtained, the base salary will be increased $5,000. If the Series 65 designation is obtained, the base salary will be increased another $5,000 to $60,000/year .
B.O.S.S. Retirement Solutions hires a strong team of professionals to ensure clients receive all the assistance they need in developing their retirement income strategy and maintaining it
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Process client applications, transfers, and other required documents
Resolve any issues with client paperwork
Work with third-party companies
Minimum Qualifications
Extreme attention to detail and follow-through
Task oriented
Bachelor’s degree or equivalent experience (in lieu of Bachelor’s degree, must have 4 years’ experience in finance industry)
Minimum of 2 years of experience in a related field
Life insurance licence preferred
Proficient in Excel, Microsoft Word, Database Management with basic understanding of Windows and Mac IOS.
Must be available for work full-time hours (Monday-Friday 8:30 am to 5:30 pm) No remote
This position starts at $50,000/year without Insurance and Series 65 licences. If Insurance license is obtained, the base salary will be increased $5,000. If the Series 65 designation is obtained, the base salary will be increased another $5,000 to $60,000/year .
B.O.S.S. Retirement Solutions hires a strong team of professionals to ensure clients receive all the assistance they need in developing their retirement income strategy and maintaining it
#J-18808-Ljbffr