New Business Coordinator

Retirement Capital; West Palm Beach (FL); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Paid training

Performance bonus

Travel covered for trainings/events

Job summary

A financial services company in West Palm Beach is seeking an Entry-Level Client Ops and New Business Coordinator. In this role, you'll support new business processing, manage client service requests, and maintain organized workflows. This position values traits such as speed, organization, and coachability over experience, making it ideal for motivated individuals looking to grow their careers. Compensation ranges from $55k to $70k with potential bonuses and extensive training provided.

Qualifications

• No prior experience required; focus on traits instead.
• Ability to systemize tasks and maintain organization.
• Comfort with feedback and growth-minded attitude.

Responsibilities

• Coordinate new business processing and client implementation.
• Manage status follow-ups between parties.
• Handle client service requests and maintain compliance.

Skills

Fast

Organized

Coachable

Ownership-driven

Team-first

Job description

Overview

⚡️ENTRY-LEVEL: Client Ops and New Business Coordinator(High-Potential “Ops Athlete”)

South Florida | In-Office | We Train You

If you move fast, love checklists, and get a weird amount of satisfaction from “closing loops”… keep reading. If you need slow days, vague expectations, or someone to tell you what to do… this will feel unbearable.

At Retirement Capital, our mission is simple: Help our team, clients, and their families experience More Life with Less Limits.

We remove the limits between the retirement people imagine and the one they actually live.

This role is where that promise becomes real, on paper, in systems, and in execution.

This Role Is Built for High Potential (Not a Perfect Resume)

We’re intentionally hiring for traits. Experience is a bonus, not the requirement.

You will win here if you are:

• Fast (speed matters — but you stay precise)
• Organized (you don’t “try to remember”; you build a system)
• Coachable (feedback fuels you; you don’t defend your ego)
• Ownership-driven (things happen because of you, not to you)
• Team-first (no egos, only excellence)

If that’s you, this role can become your runway into → New Business Manager

The Work (Simple to Understand, Not Easy to Master)

You’ll be the person who turns “YES” into “DONE.”

You’ll help coordinate:

• New business processing + client implementation
• Status follow-ups (custodians / carriers / internal team)
• Client service requests (scheduling, beneficiary updates, basic service items)
• Keeping everything clean, compliant, and moving

Think: pipeline control, not chaos.

What We Believe (Read This Twice)

If you don’t believe these, do not apply:

Our Core Values

• No Egos, Only Excellence
• Growth-minded. Lifelong student. You are not your ideas.
• 100% Ownership, 100% of the time
• Be a Leader (earned by actions, not title)
• Think Long-Term
• Systems scale. Systems create Freedom
• We Move Mountains Together

Our Strategic Anchors

• More Life Method + 5 Freedoms of Retirement
• Planning > Products
• Connection > Transactions
• Culture Code: Freedom, Fun, Excellence, Teamwork, No Excuses

This isn’t corporate. It’s a standard.

Who Thrives Here (Psychology Check)

You’ll thrive if you naturally:

• See a mess and immediately think: “I can systemize this.”
• Hate open loops and unfinished follow-ups
• Like being the person everyone trusts to “make it happen”
• Feel proud when someone says: “How is this running so smooth?”
• Want freedom — and understand freedom is earned through discipline + systems

You’ll hate it if you:

• Move slow and call it “being thorough”
• Take feedback personally
• Need motivation from others
• Complain, blame, or bring drama
• Don’t want to adopt Retirement Capital language and culture

🚀 FAST-TRACK (Major Advantage)

If you have any of these licenses — you go to the front of the line:

• Series 6 / 67 / 65
• 2-40 (“240”) / 2-15 (“215”)

Not required — but it’s a rocket booster.

Backgrounds We LOVE (Even Entry-Level)

You don’t need wealth management experience. These translate perfectly:

• Insurance processing / new business / case management
• Mortgage / loan processing
• Banking operations
• Transaction coordination
• If you’ve lived in the world of forms + deadlines + details, you’re already ahead.

What “Great” Looks Like (So You Know the Target)

First 30–60 days:

• You’re running a clean checklist system and closing loops daily
• You reduce missing items + delays just by being relentless
• You communicate clearly and professionally (no drama, no confusion)

By 90 days:

• Pipeline is calm, predictable, and fast because you’re on it

Compensation & Growth: $55k–$70k base (license fast-track: $65k–$80k) with a performance bonus available. We invest heavily in paid training (details shared during the interview process) and cover travel for select trainings/team events as you grow in the seat. This is a high-trust, high-standard role with a clear runway for people who want scorecards, love feedback, and want to win.

How to Apply (This Filters for the Right People)

If you’re serious, apply and include all 3:

• Write: “I move fast and I finish.”
• List any licenses (even if in progress)
• Answer this in 4–6 sentences: Describe a time you took chaos and made it organized. What system did you create?

If you skip steps, you’re not a fit. (Attention to detail is the job.)