New Business Coach
Fort Lauderdale, FL
Posted 1 year 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
Benefits
- Health/Dental/Vision
- Life insurance, short, and long-term disability
- Paid time off
- 401k
Job Features
Job Category | Administration/Support, Financial Advisor Opportunities |