Dorhout Retirement Services is looking for an Account & Onboarding Specialist to join our team! This role will require you to manage application submission and account transfer follow-up for new and existing clients, incoming client calls, outbound follow-ups, database management, administrative responsibilities, and financial planning duties, along with meeting preparation and note-taking.

You will be a Swiss Army Knife, helping to organize and move business for the team!

$45,000 - $50,000 yearly

• Complete and process new business applications
• Update & review database/CRM to reflect account status regarding new business and/or service
• Maintain an organized, compliant, and efficient filing system
• Follow up on pending business and contact individual clients with updates
• Assist Advisor with pre-appointment requirements and assist with financial planning duties
• Prepare, manage, and track the new business pipeline
• Assist Advisor with client support and mailings, educational workshops, and client events as needed
• Act as phone back-up to other members of the team
• Maintain current Advisor’s licenses and appointments with agencies and companies

• We prefer if you have a bachelor's degree or high school diploma
• Applicant must have strong customer service, communication, interpersonal, and negotiation skills
• Prior experience working in the financial industry
• Life Insurance & Securities License(s) preferred
• CRM experience preferred

Dorhout Retirement Services has been helping retirees and pre-retirees retire with confidence for almost 20 years! Our team is dedicated to understanding what our clients need in the short term, as well as what will secure your family in the future- this is what every retiree deserves. Every decision, we make together, designed to fit your ideal vision; both here and now, and for generations to come. Come join our mission in helping every American secure retirement.