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New Business Processor Jobs (NOW HIRING)

Advisors Excel

New Business Coordinator

Topeka, KS · On-site

As a New Business Coordinator, you will work closely with the life new business team during the application process. This role plays a crucial role by assisting with inputting information, assuring ...

Advisors Excel

New Business Coordinator

Topeka, KS

As a New Business Coordinator, you will work closely with the life new business team during the application process. This role plays a crucial role by assisting with inputting information, assuring ...

WITHIN

New Business Manager

New York, NY · On-site

$60K - $198K/yr

... New Business Manager . This role is designed for professionals who are eager to build, learn, and ... Contribute to pipeline reporting and forecasting processes Requirements * ~2-3 years of experience ...

WITHIN

New Business Manager

New York, NY · Hybrid

$60K - $198K/yr

... New Business Manager . This role is designed for professionals who are eager to build, learn, and ... Contribute to pipeline reporting and forecasting processes Requirements * ~2-3 years of experience ...

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How much do new business processor jobs pay per hour?

As of Jun 12, 2026, the average hourly pay for new business processor in the United States is $16.74, according to ZipRecruiter salary data. Most workers in this role earn between $13.46 and $19.23 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a New Business Processor, and why are they important?

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 New Business Processors?

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 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 some common challenges faced by New Business Processors during the onboarding of new clients?

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.
More about New Business Processor jobs
What cities are hiring for New Business Processor jobs? Cities with the most New Business Processor job openings:
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What job categories do people searching New Business Processor jobs look for? The top searched job categories for New Business Processor jobs are:
New Business Processor jobs near you
Infographic showing various New Business Processor job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, 1% Temporary, and 4% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $34,822 per year, or $16.7 per hour.

New Business Consultant

Transition Finance Strategies LLC

Charlottesville, VA • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

Description:

New Business Consultant

REMOTE • 401(k) and Pension


Where Technical Expertise Meets Purpose-Driven Impact

Use your retirement plan knowledge to help employees across the country build financial independence.


At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top retirement administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.


Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.


That’s Where You Come in as a New Business Consultant

As a New Business Consultant, you’ll be an ambassador of Blue Ridge Associates to welcome and onboard new clients. You will work closely with client partners and trusted advisors to successfully coordinate the onboarding process, partner with the Sales team to build strong relationships with our partners and ensure exceptional and timely service every step of the way.


Job Overview:

A New Business Consultant is primarily responsible for supporting the sales department and onboarding new clients. This position reports to our Director. Excellent customer service, an ability to complete workload in a timely manner, sales and marketing skills, and a commitment to professional development are critical aspects to success in this position.


Your Responsibilities Include:

Client Onboarding & Plan Conversions

  • Coordinate onboarding for new 401(k), profit sharing, and defined contribution clients as assigned.
  • Gather required data and set up new clients in internal systems.
  • Ensure a smooth handoff from Sales to Onboarding to Plan Administration team.
  • Partner with advisors, CPAs, recordkeepers, and investment companies to execute onboarding tasks.
  • Monitor onboarding timelines, proactively addressing delays, risks, or missing information.
  • Coordinate investment company conversions for existing clients.
  • Serve as a resource to internal teams on sold business and onboarding requirements.

Document Preparation & Compliance

  • Prepare, review, and deliver plan documents, amendments, and restatements.
  • Ensure compliance with IRS, DOL, ERISA, and SECURE/SECURE 2.0 requirements.
  • Collaborate with internal technical experts on regulatory updates and document changes.
  • Monitor status of document work and proactively address delays or risks.
  • Review complex or customized plan provisions with accuracy and clarity.

Sales Support & Relationship Development

  • Welcome new clients and referral sources, reinforcing Blue Ridge’s value and service model.
  • Prepare service agreements for prospective clients and partners.
  • Support the Sales team by maintaining strong relationships with advisors, CPAs, wholesalers, and other referral partners.
  • Assist in developing new referral sources and representing Blue Ridge well in all interactions.
  • Participate in client and advisor discussions to support onboarding and document needs.

Process Execution & Continuous Improvement

  • Follow established workflows to ensure consistency, quality, and compliance.
  • Identify opportunities to improve processes, tools, and client experience.
  • Participate in working groups to enhance internal systems and service delivery.
  • Utilize PensionPro, FT William (FTW), and other internal platforms to manage onboarding and document tasks.
  • Contribute to company-wide initiatives that strengthen Blue Ridge’s work product and operational efficiency.

Client Service & Consulting

  • Provide timely, professional communication to clients, advisors, and internal partners.
  • Stay current on retirement plan rules, regulations, and industry trends through research, training, and continuing education.
  • Maintain a high standard of customer service, accuracy, and responsiveness.

Perform other tasks as assigned

Requirements:

What We’re Looking for in a New Business Consultant

We’re seeking professionals who bring technical knowledge, strong client service skills, and a commitment to continuous learning. You take pride in the details because you know your work has a lasting impact on people’s financial well-being.


Requirements:

  • 3–5+ years of experience in retirement plan administration (TPA experience required)
  • Strong knowledge of 401(k) plan design and compliance requirements
  • Experience reviewing a variety of documents, including complex and customized plan documents
  • Knowledge of onboarding processes
  • Strong organizational and time management skills
  • High attention to detail and accuracy
  • Must be able to provide and maintain a distraction-free work environment, a professional workspace, and reliable high-speed internet connection.

Preferred

  • QKA, QKC, or other ASPPA credentials (or progress toward certification)
  • Experience with FT William document software
  • Experience working with various recordkeeping platforms

Why You’ll Love Working Here as a New Business Consultant

You’ll join a company that values hard work, supports each other, and believes in doing work that matters.


We offer:

  • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
  • 401(k) with company match + HSA with company contribution
  • Generous PTO for parental leave, vacation, and holiday time
  • Support for certifications, association dues, and professional development
  • A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities

Join Us as We Build Wealth for Generations

Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.


We live by our values every day:

  • Precision – Accurate records, timely and error-free service
  • Efficacy – Ensuring compliance and guiding clients toward retirement readiness
  • Advocacy – Supporting regulatory changes that benefit employers and employees
  • Collaboration – Trusted partners to clients, advisors, and teammates
  • Excellence – Proactive, personalized, high-touch service in all we do

This is more than a job. It’s your opportunity to build a meaningful career while helping others build financial security for life.


Apply now and make a career out of making a difference!


Equal Opportunity Employer

Must be authorized to work in the US