Demo

New Account Onboarding Specialist

Dorhout Retirement Services
Omaha, NE Full Time
POSTED ON 2/18/2025
AVAILABLE BEFORE 5/15/2025

Our New Account & Onboarding Specialist position just might be what you’re looking for. The ideal candidate has a proven track record, leveraging their strong time management, interpersonal, and communication skills to grow a book of business. We offer a competitive base salary. Ready to be part of a company that values your hard work and dedication? If so, apply now! Responsibilities :

  • Complete and process New Business applications
  • Update & review database / CRM to reflect account status focused on 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 Financial Advisors with pre-appointment requirements and financial planning responsibilities
  • Prepare, manage, and track the new business pipeline
  • Assist Advisors with client support, mailings, educational workshops, and client events as needed
  • Act as phone back-up to other members of our team
  • Maintain current Advisor’s licenses and appointments Qualifications :
  • Must have reliable transportation and valid driver’s license
  • Bachelor's degree or high school diploma preferred
  • Experience using a CRM is preferred
  • You will need 3-5 years of inside or outside sales experience
  • Applicant must have strong customer service, communication, interpersonal, and negotiation skills
  • Prior experience working in the financial industry
  • Life Insurance & Securities License(s) preferred Compensation : $45,000 - $50,000 yearly
  • Complete and process New Business applications
  • Update & review database / CRM to reflect account status focused on 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 Financial Advisors with pre-appointment requirements and financial planning responsibilities
  • Prepare, manage, and track the new business pipeline
  • Assist Advisors with client support, mailings, educational workshops, and client events as needed
  • Act as phone back-up to other members of our team
  • Maintain current Advisor’s licenses and appointments

Compensation :

45,000-$50,000 per year

Salary : $45,000 - $50,000

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