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New Business Coordinator

Company: B.O.S.S. Retirement Solutions
Location: Lehi
Posted on: August 7, 2022

Job Description:

Job DescriptionThe 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
  • Application preparation -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
    • Series 65 designation preferred
    • Life insurance license preferred (required to obtain license once hired)
    • 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, occasional evenings)This position starts at $50,000/year plus bonuses without Series 65 designation. -If -Series 65 designation is obtained, the salary will be raised to $60,000/year plus bonuses.

Keywords: B.O.S.S. Retirement Solutions, Lehi , New Business Coordinator, Other , Lehi, Utah

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