New Account & Onboarding Specialist Dorhout Retirement Services Omaha, NE Job Details $45,000 - $50,000 a year 1 day ago Qualifications Sales Customer service Outside sales Mid-level 3 years High school diploma or GED Driver's License Bachelor's degree Communication skills Negotiation Time management Full Job Description 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!

Compensation:

$45,000 - $50,000 yearly

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 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 is designed to fit your ideal vision; both for the here and now, and for generations to come. Come join our mission in helping every American secure retirement.