New Business Associate

AmeriLife; Wheaton (IL); On-site; USD 61,000 - 75,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife is hiring a New Business Associate to efficiently process new client applications, ensuring accuracy and regulatory compliance. You’ll verify documents, input data, and liaise with advisors to keep applications moving smoothly.

The role requires attention to detail, strong communication, and the ability to work independently in a fast-paced environment with cross-functional teams.

Qualifications

• Bachelor’s degree in finance, business administration, or a related field.
• Previous experience in processing, financial services, or a similar role preferred.
• Strong attention to detail and accuracy in data entry and document verification.
• Excellent communication skills, both written and verbal.
• Ability to work independently and collaboratively in a fast-paced environment.
• Proficiency in Microsoft Office suite and experience with investment management software preferred.
• Knowledge of regulatory requirements related to investment processing is a plus.
• Commitment to maintaining confidentiality and handling sensitive information with discretion.
• Previous experience in the technology, software, or professional services industries preferred.
• Familiarity with sales methodologies such as consultative selling, solution selling, or challenger sales preferred.
• Experience working with cross-functional teams and managing complex sales cycles preferred.Knowledge of relevant industry regulations and compliance requirements preferred.

Responsibilities

• Reviewing new client applications for completeness and accuracy.
• Verifying supporting documentation, such as identification, financial statements, and legal agreements.
• Inputting applicant information into the company's portal accurately and efficiently.
• Communicating with advisors to clarify information, request additional documents, or provide updates on application status.
• Collaborating with internal teams to facilitate the application process.
• Ensuring compliance with regulatory guidelines and internal policies throughout the application processing cycle.
• Maintaining accurate records of application status, correspondence, and decisions made.
• Providing exceptional customer service to advisors by addressing inquiries promptly and professionally.
• Identifying opportunities for process improvements to enhance efficiency and effectiveness.

Skills

Attention to detail

Data entry

Communication

Independent work

Team collaboration

Microsoft Office

Investment software

Regulatory knowledge

Confidentiality

Sales experience

Cross-functional teamwork

Education

Bachelor’s degree in finance or related field

Tools

Investment management software

Microsoft Office

Job description

Our Company

Explore how you can contribute at AmeriLife.

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

We are seeking a detail-oriented and proactive New Business Associate to join our dynamic team. The associate will be responsible for efficiently processing new client applications, ensuring accuracy and compliance with regulatory requirements.

Job Description

Responsibilities:

• Reviewing new client applications for completeness and accuracy.
• Verifying supporting documentation, such as identification, financial statements, and legal agreements.
• Inputting applicant information into the company's portal accurately and efficiently.
• Communicating with advisors to clarify information, request additional documents, or provide updates on application status.
• Collaborating with internal teams, including financial advisors, compliance officers, and client services representatives, to facilitate the application process.
• Ensuring compliance with regulatory guidelines and internal policies throughout the application processing cycle.
• Maintaining accurate records of application status, correspondence, and decisions made.
• Providing exceptional customer service to advisors by addressing inquiries and concerns promptly and professionally.
• Identifying opportunities for process improvements to enhance efficiency and effectiveness.

Qualifications

• Bachelor's degree in finance, business administration, or a related field.
• Previous experience in processing, financial services, or a similar role preferred.
• Strong attention to detail and accuracy in data entry and document verification.
• Excellent communication skills, both written and verbal.
• Ability to work independently and collaboratively in a fast-paced environment.
• Proficiency in Microsoft Office suite and experience with investment management software preferred.
• Knowledge of regulatory requirements related to investment processing is a plus.
• Commitment to maintaining confidentiality and handling sensitive information with discretion.
• Previous experience in the technology, software, or professional services industries preferred.
• Familiarity with sales methodologies such as consultative selling, solution selling, or challenger sales preferred.
• Experience working with cross-functional teams and managing complex sales cycles preferred.Knowledge of relevant industry regulations and compliance requirements preferred.

Salary

• Salary: $68,000
• Salary offers will vary commensurate with experience, education, skills, and training

What AmeriLife Offers

• PTO
• medical
• dental
• vision
• retirement savings
• disability insurance
• life insurance

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans With Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.