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New Business Representative

D Bryant Retirement Strategies Omaha, NE
  • Posted: over a month ago
  • Full-Time
  • Benefits: Vision, Medical, Dental

Do you want a tremendous opportunity in a fast growing, high energy company? D Bryant Retirement Strategies, LLC is a retirement specific firm out of Omaha, NE. We provide comprehensive retirement analysis and investment management services. We are a growing team of great people looking for a high energy, positive, motivated, hardworking, and career-oriented professionals and seeking additional staff for New Business processing. If you have a great attitude and want to be coached by the best, apply to talk to us today.

Expectations:

- Exceptional attention to detail

- Excellent communication skills required in verbal and written communication.

- Proficient in mathematics interrelated data input

- Have a strong results-oriented work ethic

- Help create an environment where team members are engaged, supportive of one another and enthusiastic about serving our clients

- Demonstrate proficiency using OSX operating system, Microsoft office software (Word, Excel) and proprietary software

Job Duties:

- Collects and processes all new client forms for signatures via e-applications

- Submits application to applicable carriers

- Conducts conference calls with clients

- Communicates with new clients via phone, email and mail

- Creates and updates flow charts using Lucid Chart

- Completes and tracks new business notes, details and all communications

- Assists with tracking suitability

- Handles and processes checks coming into the office for applicable accounts

- Calculates and documents new business statistics and prepares numbers for weekly reporting

- Monitors and updates rate changes for products

- Requests product illustrations from IMO

- Responsible for transferring all completed new business accounts to the Tracking Department

- Ability to understand current regulatory requirements in the financial industry, including compliance standards

- Ability to effectively communicate technical data in laymen’s terms

- Applications and underwriting accuracy review. Prepare/process corrections as needed

D Bryant Retirement Strategies

Why Work Here?

If you want to join a high energy, motivated, hardworking team and be coached by the best, apply to talk to us today!

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