New Business Coordinator

Center for Wealth Preservation, LLC; Syosset (NY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Discretionary annual bonus

401(k) retirement plan

Medical, Dental, Vision

Life Insurance

Job summary

Center for Wealth Preservation, LLC in Syosset, NY seeks a New Business Coordinator to ensure smooth onboarding of new clients and efficient support for advisors in Life Insurance and Investments.

Responsibilities include data entry, case tracking, and liaison activities with the Home Office, while maintaining Salesforce updates and contributing to training efforts within a collaborative team.

Qualifications

• Basic understanding of financial concepts
• Proficient with MS Office
• Excellent organizational skills and attention to detail
• Effective verbal, written and interpersonal skills
• Team-oriented with professional attitude
• Strong customer service mindset
• 2+ years in financial services or related admin role preferred

Responsibilities

• Provide administrative support to Financial Advisors including data entry and case tracking for all lines of business
• Deliver prompt communication on the status of accounts in our database
• Act as liaison between Advisors and Home Office until policy completion
• Proactively follow up on NIGO’s
• Collaborate with Team Lead on advisor planning client households
• Back up support with other New Business Coordinators as needed
• Help train new New Business Coordinators and Advisors
• Maintain real-time case status in Salesforce
• Participate in ongoing training and development opportunities
• Develop understanding of Insurance & Investment submission process
• Provide expertise within Practice360 for insurance questions
• Contact clients to pre-fill paperwork and address discrepancies
• Request, track, and file all pertinent documents
• Respond to Advisor new business submissions and follow ups

Skills

MS Office

Organizational skills

Attention to detail

Communication skills

Team collaboration

Customer service

Education

Bachelor’s degree

Business/Finance degree preferred

Tools

Salesforce

Job description

Our work at Center for Wealth Preservation is critical to the financial well-being of individuals, families, businesses, and communities. We are driven to help people feel more secure and more prepared for their financial future.

We seek to hire a New Business Coordinator , join our dynamic team. This role is crucial to ensuring the smooth onboarding of new clients while at the same time supporting our advisors efficiently, processing, tracking, and executing all business transactions for both Life Insurance and Investments.

Responsibilities

• Provide administrative support to Financial Advisors including application data entry and case tracking for all lines of business
• Deliver prompt communication on the status of accounts in our database
• Act as liaison between Advisors and Home Office until policy completion
• Proactively follow up on NIGO’s
• Collaborate with Team Lead on all assigned advisor planning client households
• Collaborate with other New Business Coordinators to serve as back up support when needed
• Help train new New Business Coordinators and Advisors on the process
• Diligently and in real-time communicate case status in Salesforce
• Participate in ongoing training and development opportunities
• Develop understanding of Insurance & Investment Business Submission process through home office
• Provide expertise knowledge within Practice360 in regard to insurance related questions
• Special Projects and other job duties as necessary
• Contact clients to pre-fill paperwork and address discrepancies as needed
• Request, track, and file all pertinent documents for each financial product, as required
• Promptly respond regarding Advisor new business submissions and follow ups

Qualifications

• Basic understanding of financial concepts
• Proficient with MS Office (Word, Excel, PowerPoint, Outlook,)
• Excellent organizational skills and attention to detail
• Effective verbal, written and interpersonal skills
• Ability to work in a team environment with a positive and professional attitude
• Strong sense of customer service
• 1-2 years financial services experience preferred

Experience Needed

• Bachelor’s degree
• Bachelor’s degree in business administration, finance, or a related field (preferred).
• 2+ years of experience in insurance or financial services, preferably in a client-facing or administrative role.
• Knowledge of insurance products, financial planning, or investment management is a strong advantage.
• Strong verbal and written communication skills to interact effectively with clients, advisors, and team members.
• Proven ability to manage multiple tasks, prioritize workloads, and meet deadlines in a fast-paced environment

Featured Benefits

• Discretionary annual bonus
• Generous retirement benefits, including safe harbor contributions to 401(k), contributions to a profit-sharing plan, and contributions to a cash balance plan
• Medical, Dental, Vision
• Life Insurance, and more