New Business Processor

SimplePath Retirement, LLC; Palm Harbor (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Full benefits package

401(k) with profit sharing

Generous paid holidays

Job summary

A retirement planning firm located in Palm Harbor, FL, is seeking an experienced New Business Processor. This role will manage the client onboarding process, ensuring accurate documentation and clear communication. Candidates should have over 3 years of related experience, strong organizational skills, and be proficient with systems like Salesforce. The position involves collaborating with advisors and supporting client needs within a structured environment, offering a full benefits package including PTO and health insurance.

Qualifications

• 3+ years of professional experience in client service, mortgage processing, or operations support.
• Strong organizational and time management skills.
• Ability to work in both a digital and paper environment.

Responsibilities

• Manage workflows, documentation, account openings, and insurance applications.
• Communicate clearly with advisors, planners, and clients.
• Proactively identify and resolve issues.

Skills

Attention to Detail

Integrity

Process-Driven

Strong Written and Verbal Communication

Tools

Salesforce

Mac

Job description

Benefits:

Full benefits package including medical, dental, vision, 401(k) with profit sharing, PTO, generous paid holidays, incentive trips, and more.

About SimplePath Retirement

SimplePath Retirement is a family-owned retirement planning, insurance, and wealth management firm. We’re a boutique firm known for high standards and white-glove service who enjoy creating experiences for our clients and our team.

The Opportunity

We are seeking an experienced New Business Processor to manage the critical transition from prospect to client. Your work ensures clients feel confident, supported, and well cared for from day one.

You’ll serve as the hub of our new business process, ensuring accurate, timely onboarding with clear communication and dependable follow-through. If you value a structured environment, take pride in creating calm and order, and find satisfaction in helping others navigate the complexity of retirement planning, this role is for you.

Your Mission

You will own the execution of the client onboarding process from start to finish, ensuring clients feel informed at every step.

• Manage workflows, documentation, account openings, and insurance applications
• Coordinate paperwork and data entry in Salesforce
• Track progress and follow up to keep cases moving forward
• Communicate clearly with advisors, planners, and clients
• Maintain compliance and documentation standards
• Proactively identify and resolve issues

Attributes That Matter

• Attention to Detail: You catch what others miss.
• Integrity: You protect compliance, confidentiality, and the firm—without shortcuts.
• Process-Driven: You follow the playbook consistently and look for thoughtful ways to refine it over time.
• Consistency-Focused: You maintain naming conventions, documentation standards, and system accuracy every time.
• Preventative Thinking: You anticipate issues before they impact clients or the team.
• Ownership: You take responsibility from start to finish.
• Timely Follow Through: You understand prompt, consistent, and predictable actions build trust.
• Team-First Mentality: You collaborate, communicate, and support the mission.
• Growth-Minded: Motivated by becoming better tomorrow than you are today – personally, professionally, and as part of the team.

Required:

• 3+ years of professional experience in client service, mortgage processing, or operations support
• Strong organizational and time management skills
• High technical fluency, including comfort navigating systems simultaneously (Mac preferred)
• Strong written and verbal communication
• Ability to work in both a digital and paper environment

Preferred:

• Florida 2-15 Insurance license or willing to obtain within 90 days
• Experience in financial services, insurance, or wealth management
• Advanced CRM (Salesforce) and digital file management experience
• Customer-facing experience in a professional setting
• Strong typing proficiency and effective use of keyboard shortcuts

Schedule:

• In office: Monday – Friday, 8:30am – 5:00pm
• Some evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.