Strategic New Business Onboarding Specialist

Principal Financial Group; Melville (NY); On-site; USD 43,000 - 56,000; Full time

Benefits offered by this job

Pension plan

Job summary

Principal Financial Group in Melville, NY is seeking a New Business Consultant to partner with financial professionals and onboard new client accounts. You will manage account openings, asset movement requests with broker-dealers, and serve as the contact between financial professionals, product partners, and custodians.

The role involves training financial professionals, onboarding new clients, using Salesforce and other CRM tools, and ensuring timely completion of new business tasks while

Qualifications

• Bachelor’s degree or equivalent in finance, business administration, or a related field preferred.
• 2+ years of experience in life insurance/broker-dealer or RIA operations: client service, account opening, account management, or operations.
• Proficiency with Microsoft Office Suite and familiarity with industry software and CRM systems; ability to quickly learn new web-based programs.
• Experience with Salesforce and/or other CRM platforms is highly preferred.
• Strong customer service, organization, and communication skills; ability to learn new skills.

Responsibilities

• Provide training to financial professionals for new business protocols and technology fundamentals.
• Assist in the onboarding of new clients by accurately preparing and processing insurance, annuity, and investment account applications. Manage account openings and asset movement requests with broker dealer.
• Utilize industry technology, such as Salesforce CRM and proprietary product platforms to create, track, manage, and complete tasks related to new business operations. Implement and manage systems to track multiple time sensitive deadlines and maintain electronic client files.
• Communicate new account statuses, resolve client service issues, and support financial professional-client relationships through regular follow-ups.
• Assist with routine account or policy maintenance items for both new and existing clients and serve as a point of contact between the financial professional, product partners and custodians.
• Perform other job-related duties or projects as needed, which may include administrative tasks such as greeting guests, managing mail, answering phones, ordering supplies, and facilities management.
• Adhere to all legal and regulatory requirements while performing work activities and follow high standards of business ethics in all client interactions and transactions.

Skills

Customer service

Communication

Organization

Adaptability

Learning new software

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

Principal Financial Group in Melville, NY is seeking a New Business Consultant to partner with financial professionals and onboard new client accounts. You will manage account openings, asset movement requests with broker-dealers, and serve as the contact between financial professionals, product partners, and custodians.

The role involves training financial professionals, onboarding new clients, using Salesforce and other CRM tools, and ensuring timely completion of new business tasks while