New Business Consultant
Core
Onboard new client accounts, manage account openings and asset movements, and serve as a liaison between financial professionals, product partners, and custodians.
Role type
New Business Consultant (Operations)
Builds
New client accounts and asset movement requests for regional sales offices
Domain
Financial Services / Insurance / Broker-Dealer Operations
Required skills
Client onboarding, account management, CRM utilization, regulatory compliance, financial product knowledge, system administration
Preferred skills
Salesforce proficiency, FINRA regulations familiarity, life insurance/broker-dealer operations experience
Technologies
Salesforce CRM, Microsoft Office Suite, proprietary product platforms
Responsibilities
Prepare and process insurance, annuity, and investment account applications; manage account openings and asset movement requests with broker-dealers; provide training to financial professionals on new business protocols; maintain electronic client files and track time-sensitive deadlines; resolve client service issues and communicate account statuses.
Seniority
Mid-level, hands-on IC