What are the responsibilities and job description for the New Business & Onboarding Specialist position at Dorhout Retirement Services?
Our New Business & 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!
Compensation :
45,000 - $50,000 yearly
Responsibilities :
- Initiate contact and follow up with potential customers to present our new products or services
- Help company stay on top of all developments related to new business opportunities, sales activities, and customer needs through our CRM
- Implement and carry out strategies to acquire new clients in your sales territory
- Ensure customer needs are met by staying on top of our services and product, competition, and market conditions in the home services industry
- Appear at in-person or online trainings, meetings, trade shows, and sales events
- 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 :
About Company
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.
Salary : $45,000 - $50,000