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New Business Specialist

Company: Evans Financial Group
Location: Shreveport
Posted on: January 16, 2022

Job Description:

New Business Specialist

Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced financial firm in Shreveport, LA is looking for a strong, detail orientated New Business Specialist to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources and freedom to build a great future, please contact us today!

Minimum Requirements:

--- Previous financial industry experience preferred but not required
--- Previous experience in processing important paperwork
--- Previous client interaction in an office environment
--- Intermediate to advanced computer skills
--- Insurance licensing preferred or willing to obtain

Don't feel like you have the desired industry experience? We will train the right person with a solid work ethic, positive attitude and the passion to learn the industry.

This position requires that you possess the following skills:
--- Strong organizational skills and attention to detail
--- Ability to demonstrate persistence to achieve quality
--- Excellent communication - both verbal and written
--- Self-directed initiative
--- Process driven
--- Strong follow-through

Responsibilities:

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
--- Complete & process new client applications
--- Follow-up on pending business with companies and clients
--- Resolve any issues regarding new accounts
--- Maintain database programs
--- Respond to client inquires as needed
--- Opening, closing & transferring of accounts
--- Prioritize day to day tasks and issues
--- Operate with a proactive approach to advisors & clients
--- Generate and provide various reports to Advisor
--- Process transactions
--- Assist advisor with pre-appointment preparation

Presented by Advisor Employee Services
Thank you for your interest in the New Business Specialist role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Keywords: Evans Financial Group, Shreveport , New Business Specialist, Other , Shreveport, Louisiana

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