New Business Processor Palm Harbor, FL
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Job Location:
Palm Harbor, FL - USA
Monthly Salary:
$ 60000 - 75000
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
New Business Processor
Location:Palm Harbor FL (In-Office)
Employment Type:Full-Time
Salary:$60000 $75000 Base bonus potential
Bonus Potential:Yes
Benefits:Full benefits package including medical dental vision 401(k) with profit sharing PTO generous paid holidays incentive trips and more.
About SimplePath Retirement
SimplePath Retirement is a family-owned retirement planning insurance and wealth management firm. Were a boutique firm known for high standards and
white-glove service who enjoy creating experiences for our clients and our team.
TheOpportunity
We are seeking an experienced New Business Processor to manage the critical transition from prospect to client. Your work ensures clients feel confident supported and well cared for from day one.
Youll serve as the hub of our new business process ensuring accurate timely onboarding with clear communication and dependable follow-through. If you value a structured environment take pride in creating calm and order and find satisfaction in helping others navigate the complexity of retirement planning this role is for you.
Your Mission
Location:Palm Harbor FL (In-Office)
Employment Type:Full-Time
Salary:$60000 $75000 Base bonus potential
Bonus Potential:Yes
Benefits:Full benefits package including medical dental vision 401(k) with profit sharing PTO generous paid holidays incentive trips and more.
About SimplePath Retirement
SimplePath Retirement is a family-owned retirement planning insurance and wealth management firm. Were a boutique firm known for high standards and
white-glove service who enjoy creating experiences for our clients and our team.
TheOpportunity
We are seeking an experienced New Business Processor to manage the critical transition from prospect to client. Your work ensures clients feel confident supported and well cared for from day one.
Youll serve as the hub of our new business process ensuring accurate timely onboarding with clear communication and dependable follow-through. If you value a structured environment take pride in creating calm and order and find satisfaction in helping others navigate the complexity of retirement planning this role is for you.
Your Mission
- You will own the execution of the client onboarding process from start to finish ensuring clients feel informed at every step.
- Manage workflows documentation account openings and insurance applications
- Coordinate paperwork and data entry in Salesforce
- Track progress and follow up to keep cases moving forward
- Communicate clearly with advisors planners and clients
- Maintain compliance and documentation standards
- Proactively identify and resolve issues
- Attributes That Matter
- Attention to Detail:You catch what others miss.
- Integrity:You protect compliance confidentiality and the firmwithout shortcuts.
- Process-Driven:You follow the playbook consistently and look for thoughtful ways to refine it over time.
- Consistency-Focused:You maintain naming conventions documentation standards and system accuracy every time.
- Preventative Thinking:You anticipate issues before they impact clients or the team.
- Ownership:You take responsibility from start to finish.
- Timely Follow Through:You understand prompt consistent and predictable actions build trust.
- Team-First Mentality:You collaborate communicate and support the mission.
- Growth-Minded:Motivated by becoming better tomorrow than you are today personally professionally and as part of the team.
Bring Your A Game
Required:
- 3 years of professional experience in client service mortgage processing or operations support
- Strong organizational and time management skills
- High technical fluency including comfort navigating systems simultaneously (Mac preferred)
- Strong written and verbal communication
- Comfort working in structured deadline-driven environments
- Ability to work in both a digital and paper environment
- Preferred:
- Florida 2-15 Insurance license or willing to obtain within 90 days
- Experience in financial services insurance or wealth management
- Advanced CRM (Salesforce) and digital file management experience
- Customer-facing experience in a professional setting
- Strong typing proficiency and effective use of keyboard shortcuts
Schedule:
In office: Monday Friday 8:30am 5:00pm
Presented by Advisor Talent Solutions
Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services
In office: Monday Friday 8:30am 5:00pm
Presented by Advisor Talent Solutions
Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services
