4 Entry Level - New Business Specialist Jobs in Carlsbad, CA
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Entry Level - New Business Specialist
$46k-58k (estimate)
Full Time | Business Services
2 Months Ago
Comprehensive Advisor is Hiring an Entry Level - New Business Specialist Near Carlsbad, CA
Job DescriptionOur well-established and growing Financial Services Firm in Carlsbad, CA is seeking to add a New Business Specialist to our Team! The ideal candidate for this role will be someone who has the desire to work in the industry long-term and contribute to the growth of our business.
Our office strives to provide excellent service to our prospects and clients seeking a partner in their financial future and retirement. This new team member should have a passion for helping others, like us!
This position requires that you possess the following skills:Knowledge of Redtail CRM, Microsoft Excel, Google Sheets and Microsoft Word Processing software
Ability to prioritize projects and manage time
Savvy customer service to include excellent communication both verbal and written
Strong follow-through
Strong organizational skills, detail oriented, proactive and resourceful
Reliable with exceptional work ethic
Flexibility to contribute as part of a team as well as independently
Ability to demonstrate persistence to achieve quality
Good-natured, positive attitude
Minimum Requirements:1 year of Administrative office experience in a fast-paced environment
Financial Industry Experience Preferred, But Not RequiredIntermediate to advanced skills with MS Office Suite
RedTail CRM Experience Preferred, But Not RequiredResponsibilities Include:Complete & process new client applications and supportive paperwork & order life and long-term insurance exams as needed
Complete service requests pertaining to onboarding needs
Coordinate with prospects/client to obtain signatures, needed information, and provide weekly status updates
Follow-through with correspondences inside and outside of the company
Input detailed notes into RedTail CRM, and keep updated with client’s current information and supporting documents
Update internal business trackers as needed
Follow-up on delivery requirements and notify team members
Additional Information:Dedication to the accurate completion of and detailed follow through with all client onboarding and account paperwork is key. Necessary information and confirmation at every level of processing may be required from multiple sources; hence the ability to discern and prioritize tasks in a fast paced environment is also needed. We are a full service customer centric firm. A positive attitude and initiative are welcome in this lively office. Salary is dependent on qualification and experience.
Company DescriptionWe are a well-established and growing financial services firm in Carlsbad, CA.
We are a well-established and growing financial services firm in Carlsbad, CA.
Our office strives to provide excellent service to our prospects and clients seeking a partner in their financial future and retirement. This new team member should have a passion for helping others, like us!
This position requires that you possess the following skills:Knowledge of Redtail CRM, Microsoft Excel, Google Sheets and Microsoft Word Processing software
Ability to prioritize projects and manage time
Savvy customer service to include excellent communication both verbal and written
Strong follow-through
Strong organizational skills, detail oriented, proactive and resourceful
Reliable with exceptional work ethic
Flexibility to contribute as part of a team as well as independently
Ability to demonstrate persistence to achieve quality
Good-natured, positive attitude
Minimum Requirements:1 year of Administrative office experience in a fast-paced environment
Financial Industry Experience Preferred, But Not RequiredIntermediate to advanced skills with MS Office Suite
RedTail CRM Experience Preferred, But Not RequiredResponsibilities Include:Complete & process new client applications and supportive paperwork & order life and long-term insurance exams as needed
Complete service requests pertaining to onboarding needs
Coordinate with prospects/client to obtain signatures, needed information, and provide weekly status updates
Follow-through with correspondences inside and outside of the company
Input detailed notes into RedTail CRM, and keep updated with client’s current information and supporting documents
Update internal business trackers as needed
Follow-up on delivery requirements and notify team members
Additional Information:Dedication to the accurate completion of and detailed follow through with all client onboarding and account paperwork is key. Necessary information and confirmation at every level of processing may be required from multiple sources; hence the ability to discern and prioritize tasks in a fast paced environment is also needed. We are a full service customer centric firm. A positive attitude and initiative are welcome in this lively office. Salary is dependent on qualification and experience.
Company DescriptionWe are a well-established and growing financial services firm in Carlsbad, CA.
We are a well-established and growing financial services firm in Carlsbad, CA.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Business Services
SALARY
$46k-58k (estimate)
POST DATE
05/31/2024
EXPIRATION DATE
08/29/2024
WEBSITE
comprehensiveadvisor.com
HEADQUARTERS
Carlsbad, CA
SIZE
<25
INDUSTRY
Business Services
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