New Business Coordinator Job Description & Duties:
Job Type: Full-time
Schedule: Monday to Friday
Work Location: San Diego, CA
Description —
The New Business Coordinator is an integral part of our organization in assisting our Financial Advisors and our team. Responsibilities include the creation and processing of advisory-based accounts, annuities, as well as life insurance applications. Along with application preparation will be the initiation and tracking of asset transfers. As a key point of contact, this person will have an opportunity to cultivate relationships with our clients and vendors. This person will ensure a seamless and transparent process for our advisors and clients as they implement their retirement plans.
Responsibilities & Activities -
Prepare and review applications for advisory, brokerage, and annuity contracts, as well as life insurance policies.
Coordinate with advisors on any potential new business and ensure any client-facing documents and illustrations are prepared for meetings.
Track money movement to and from accounts with follow-ups to the companies on status and resolutions.
Conduct Conference calls with clients and other companies to initiate asset transfers and ensure timely delivery.
Assist clients in their understanding of the applications, and implementation process and provide necessary guidance.
Be familiar with distinct types of insurance contracts: Fixed, Variable, and Index Annuities, and Whole life, Term and Disability insurance.
Prepare these applications and track them through the funding process.
Stay up to date with industry regulations and compliance requirements related to retirement planning and financial products.
Analyze and report to advisors on outstanding asset transfers and incoming expected revenue from pending new business.
Ensure advisors are up to date on all new business items and the tracking/forecasting of funds that will be reported weekly.
Maintain reporting/tracking systems related to clients, assets, and production reports.
Have a high attentiveness to paperwork tracking, able to follow up with other companies, and confirm documents have been received and are in good order.
Has the potential to become a more client-facing role in holding and conducting investment review meetings with our clients.
Knowledge, Skills, and Abilities:
Previous experience in the financial planning industry is a MUST.
Able to live out our Company’s Core Values
>>> Demonstrates Interdependent leadership with a Can-do attitude. Able to be Consistent, Accurate, and Prompt (C.A.P). Be Tenacious in finding solutions and always Intellectually curious in their growth.
Exhibit a high attention to detail and excellent organizational and time management skills.
Displays a Can-Do attitude and an extraordinary client service skill.
A genuine interest in serving and caring for other people.
An ability to juggle multiple tasks, manage stress, and operate on tight deadlines.
A Genuine Collaborator and strives to achieve firm-wide goals collectively.
Proficient with Microsoft Office Suite (Excel, Word, Outlook, Planner, Teams, etc.), and Adobe Office Suite (PDF edit tools, etc.).
Experience and knowledge in the following programs: Morningstar, Bloomberg Terminal, Yahoo Finance, eMoney & illustration software etc.
About us —
We are a boutique Comprehensive Financial Planning Firm located in San Diego, CA. Our team is cohesive, collegial, fast-paced, and professional. Together, we provide our clients with exceptional service as we deliver Comprehensive Financial Plans. Guided by our Clients-First philosophy, we cater to those interested in guidance throughout all of life’s stages. Our clients can expect tailored advice and a structured Financial Planning process to help deliver comprehensive and coordinated financial solutions.
We offer —
We offer a base salary, bonus potential, matched 401(k), health benefits, vacation and holiday policy, and a great working environment. This is your chance to play a key role in the continued success of our growing organization. Our culture is fast-paced, collaborative, innovative, and focused on healthy living.
To be considered for this role —
Email Amber ([email protected]) with your resume and cover letter. We will communicate the next steps and the interview timeline once you have submitted a resume. Thank you for your consideration!
Employment type
Full-time
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