Spherion Staffing Leesburg, FL has a direct-hire opening for a highly motivated and detail-oriented New Business Processor to join our clients financial services team located in The Villages. The ideal candidate will play a crucial role in ensuring the smooth processing of new business applications, transfers, and account maintenance. This position demands strong knowledge of annuities, brokerage, life insurance, and tax-qualified accounts, as well as exceptional communication skills and proficiency in Microsoft Excel.
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The schedule is Monday to Thursday 8:00 am to 4:30 pm, and Friday 8:00 am to 4:00 pm. The pay rate is $40,000 to $50,000 annually depending on experience. Benefits include Bonuses, Health Insurance, a generous PTO schedule, and a $1,000 business clothing allowance.
Responsibilities:
- Process new applications, transfers, and related transactions accurately and efficiently per advisor.
- Handle the opening, maintenance, and documentation of brokerage and life insurance accounts, ensuring compliance with industry regulations.
- Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward.
- Research and analyze application issues and provide problem resolution.
- Answer Advisors' requests and respond to their needs in a timely manner.
- Meet with the clients for their final onboarding.
- Additional duties and responsibilities as required by management.
Working hours: 8:00 AM - 4:30 PM
Skills:
- Intermediate to advanced computer skills desired.
- Strong organizational skills and attention to detail.
- Ability to work with important paperwork without much client interaction.
- Ability to demonstrate persistence to achieve quality.
Education:
High School
Experience:
1-4 years
Qualifications:
- Have a deep understanding of tax-qualified and non-tax-qualified accounts.
- A dedication to delivering exceptional service and maintaining positive client relationships.
- Strong written and verbal communication skills to interact effectively with clients and team members.
- Proficiency in Microsoft Excel and other relevant software tools.
For immediate consideration apply today with your resume or call/text our office at 352-728-8787.
Spherion Staffing
1710 Citrus Blvd.
Leesburg, FL 34748
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).