A local FMO/IMO in the Fort Lauderdale, FL area is seeking a candidate with experience writing ACAT, annuity, and financial applications to join their rapidly-growing firm as a new business coach. Responsibilities include but are not limited to training advisors and staff, explaining financial applications, scrubbing applications, and regularly scheduled calls and meetings.

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 and Skills

• Proficient in computer skills—Microsoft Word, Excel, and Outlook
• CRM experience is a plus.
• At least 3-5 years of experience working with clients in a financial firm.
• Strong written and verbal communication skills
• Collaborative team player, able to work with and through others.
• Ability to establish and maintain positive relationships with existing and potential clients.
• Ambitious with a sense of urgency and initiative; proactive vs. reactive
• Must be dependable, professional, and accurate.
• Series 65 license a plus
• College education

Benefits

• Health/Dental/Vision
• Life insurance, short, and long-term disability
• Paid time off
• 401k