New Business Specialist

SimplePath Retirement, LLC; Palm Harbor (FL); Hybrid; USD 52,000 - 74,000; Full time

Benefits offered by this job

Competitive salary

Bonuses and incentives

Professional office environment

Growth opportunities

Job summary

SimplePath Retirement, LLC is seeking a New Business Processor to own the onboarding and implementation process for new clients. You will coordinate paperwork, track progress, and communicate clearly to ensure a seamless client experience from day one.

This role sits at the intersection of trust and precision. You will enable advisors to focus on planning while you handle details with integrity, speed, and strong follow-through, in a fast-paced, professional office environment.

Qualifications

• Strong attention to detail and accuracy in documenting client onboarding.
• Excellent organizational and time-management skills.
• Ability to own a process from start to finish.
• Effective written and verbal communication with advisors and clients.

Responsibilities

• Own the onboarding and implementation process from start to finish.
• Coordinate paperwork and deadlines with clients and advisors.
• Track progress and communicate clearly to all stakeholders.
• Ensure nothing slips through the cracks and exceptions are resolved.
• Support advisors by handling implementation details so they can focus on planning.

Skills

Attention to detail

Organizational skills

Process ownership

Communication

Fast-paced environment

Education

Bachelor's degree preferred

Tools

CRM software (e.g., Salesforce)

Job description

Are you the kind of person who finds deep satisfaction in making things run smoothly for others — the one who knows that behind every confident client experience is someone who handled the details with care, accuracy, and follow-through?

At SimplePath Retirement, the New Business Processor plays a pivotal role in shaping a client’s first real experience with our firm. This role sits at the intersection of trust, precision, and momentum. From the moment a client says “yes,” you help ensure their transition is seamless, well-communicated, and handled with professionalism that instills confidence from day one.

We’re a boutique retirement planning firm known for high standards and white-glove service, and this role is essential to delivering on that promise. As a New Business Processor, you’ll own the onboarding and implementation process — coordinating paperwork, tracking progress, communicating clearly, and making sure nothing slips through the cracks. Your work allows advisors to focus on planning and relationships, while clients feel supported, informed, and secure every step of the way.

This role is ideal for someone who:

• Takes pride in accuracy, organization, and doing things the right way
• Understands that speed, clarity, and precision build trust
• Enjoys owning a process from start to finish
• Thrives in a structured, fast-paced, high-expectation environment
• Wants their work to truly matter — to clients, advisors, and the firm

What we offer:

• Competitive salary and amazing benefits
• Performance-based bonuses and incentives
• A beautiful, professional office environment
• A highly visible role with growth potential as the firm expands

If you’re energized by responsibility, value integrity and follow-through, and want to be part of a team that treats implementation as a critical part of the client experience — not an afterthought — this role may be an excellent fit.