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New Business Coach

Fort Lauderdale, FL
Posted 11 months ago

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


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

Job Features

Job CategoryAdministration/Support, Financial Advisor Opportunities

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