ZipRecruiter

Log In

1

New Business Processor Jobs in Riverside, CA (NOW HIRING)

Socket.dev

Business Consultant, B2B Sales

Irvine, CA · On-site

$70 - $110/hr

We partner with more than 95,000 businesses and process over $135 billion in annual payroll ... Generate new business through networking, referrals, channel partners, and self-generated ...

Distro

Business Consultant (B2B Sales)

Irvine, CA · Hybrid

$75K - $115K/yr

We partner with more than 95,000 businesses and process over $135 billion in annual payroll ... Generate new business through networking, referrals, channel partners, and self-generated ...

Distro

Business Consultant (B2B Sales)

Irvine, CA · On-site

$75K - $115K/yr

We partner with more than 95,000 businesses and process over $135 billion in annual payroll ... What You'll Do • Generate new business through networking, referrals, channel partners, and self ...

Distro

Business Consultant (B2B Sales)

Irvine, CA · Hybrid

$75K - $115K/yr

We partner with more than 95,000 businesses and process over $135 billion in annual payroll ... What You'll Do Generate new business through networking, referrals, channel partners, and self ...

Namely

Business Consultant - Irvine, CA

Irvine, CA · On-site

$60 - $80/hr

The company and its service providers collectively serve over 95,000 businesses and process over ... Proactively generate new business opportunities within the designated territory * Continuously ...

next page

Showing results 1-20

All JobsNew Business Processor JobsNew Business Processor Jobs in Riverside, CA

New Business Processor information

See Riverside, CA salary details

$9

$17

$27

How much do new business processor jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for new business processor in Riverside, CA is $17.47, according to ZipRecruiter salary data. Most workers in this role earn between $14.04 and $20.05 per hour, depending on experience, location, and employer.

What is a new business processor?

New Business Processors are professionals who handle the initial processing and setup of new client accounts, policies, or contracts within financial, insurance, or similar organizations. They review, verify, and enter client information, ensuring all documentation is complete and accurate before forwarding it for further approval or underwriting. Their work is crucial to maintaining efficient workflow, regulatory compliance, and positive client experiences during the onboarding process.

What skills and qualifications are needed to be a new business processor?

To thrive as a New Business Processor, you need strong organizational skills, attention to detail, and a foundational understanding of insurance or financial products, often supported by a high school diploma or relevant experience. Familiarity with customer relationship management (CRM) systems, document management software, and industry-specific platforms is typically required. Excellent communication, problem-solving abilities, and the capacity to manage time effectively are crucial soft skills. These skills ensure accurate processing of new business applications, minimize errors, and facilitate efficient client onboarding.

What are common challenges faced by new business processors during client onboarding?

New Business Processors often encounter challenges such as managing tight deadlines, ensuring that all client documentation is accurate and complete, and coordinating with multiple internal departments like underwriting and compliance. Navigating diverse client requirements and adapting to frequent policy or system updates can also be demanding. However, strong organizational skills, clear communication, and attention to detail are key to overcoming these obstacles and ensuring a smooth onboarding experience for new clients.

What is the difference between New Business Processor vs Customer Service Representative?

AspectNew Business ProcessorCustomer Service Representative
CredentialsBasic office skills, sometimes industry-specific certificationsSame as New Business Processor, often with customer service training
Work EnvironmentOffice setting, processing new client applicationsOffice or call center, handling customer inquiries
Employer & IndustryFinancial, insurance, banking sectorsRetail, telecom, banking sectors
Search & ComparisonOften compared for roles involving client onboardingMore focused on ongoing customer support

The main difference is that a New Business Processor primarily handles onboarding and processing new client applications, while a Customer Service Representative focuses on ongoing customer support and issue resolution. Both roles require strong communication skills and industry knowledge but serve different stages of the customer lifecycle.

What are popular job titles related to New Business Processor jobs in Riverside, CA?

For New Business Processor jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching New Business Processor jobs in Riverside, CA look for?

The top searched job categories for New Business Processor jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for New Business Processor jobs?

Cities near Riverside, CA with the most New Business Processor job openings:

New Business Processor jobs near you

New Business Specialist - Irvine, CA

Advisor Talent Solutions

Irvine, CA • Hybrid

$32.69 - $36.06/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Position: New Business Specialist
Firm: BML Wealth Management
Location: Irvine, CA
Overview:
BML Wealth Management is a retirement planning and wealth management firm located in Irvine, CA. We believe everyone should be able to live the retirement they’ve always wanted. As a trusted financial advisor in Irvine, helping clients in Orange County plan for and achieve their retirement goals is our #1 priority. Our team of professionals provides personalized financial planning services to help our clients.
We are seeking a proactive, detail-oriented, and highly motivated full-time New Business Specialist to join our dynamic and growing team. In this critical role, you will play a key part in delivering a seamless and positive onboarding experience for our new clients. You will collaborate closely with financial advisors and internal support teams to facilitate the end-to-end account opening process, ensure all client documentation is accurate and complete, and maintain the highest standards of compliance and service excellence.
What You’ll Do:
  • Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
  • Complete and process new client applications to include Annuities, Life Insurance and AUM
  • Oversee Advisor’s licensing and appointment for state and carrier. Ensure product training complete.
  • Create appropriate client file for each new account
  • Meet with prospects and/or clients for paperwork processing/signage
  • Resolve any issues regarding new accounts and transfers
  • Conduct rollover calls with clients and complete proper ERISA paperwork
  • Follow up on pending new business with the appropriate companies and call each individual client with an update
  • Daily monitoring of incoming monies and securities
  • Track all pending AUM, Annuity and Life applications from start to issue by using the BML Pending Business Tracker
  • Manually add insurance accounts to Redtail (life and annuities)
  • Maintain an organized, compliant and efficient electronic filing system
  • Assist clients with policy questions, issues, and concerns, providing excellent customer service
  • Accurately record notes and outcomes from client interactions in Redtail
  • Provide support at off-site seminars amp; events
What We’re Looking For:
  • Bachelor’s Degree preferred
  • 2+ years’ experience in the financial industry
  • Demonstrates proficiency and confidence working across various platforms and operating systems, Microsoft Office and CRM (Redtail)
  • Collaborative team player willing to assist others
  • Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Self-starter who takes initiative and works well independently
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
  • Thrive in a “time sensitive” environment and adaptable to change without affecting the quality of work
Bonus Points:
  • Charles Schwab or similar custodian platforms
  • Life and Health Insurance License preferred or willing to obtain within 6 months of hire
What You’ll Get:
Pay amp; Perks:
  • $32.69/hour - $36.06/hour based on experience
  • Performance bonus
  • Medical, dental and vision insurance
  • Group Life and AD amp;D insurance
  • 401k with company match
  • PTO + birthday off
  • Wellness benefits
Schedule:
  • Hybrid Schedule (subject to change)
  • Work from home, Monday and Friday
  • In office, Tuesday-Thursday 8:30am-5:00pm
  • Some evenings required for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

Apply