Job Description

Job Description

It is time to explore new challenges in your career. Maggi Tax Advisory & Financial Group is an independent, privately-owned financial services company in Palm Harbor, FL. We are looking to add a full-time New Business Specialist to our team.

This New Business Specialist is responsible for accurately processing new business from the point of application entry, until the policy goes into force. Our New Business Specialist will be responsible for various duties overseeing the application process for all insurance and investment policies and being a crucial player in developing and maintaining our client relationships.

Our Investments in You:

· Paid Time Off

· 401 (k) Plan

The Expertise We’re Looking For:

· Previous office management/administrative experience (Required)

· High School Degree (Required)

· Previous experience working in financial services industry (Preferred)

· Prior experience in annuity, life insurance, or investment new business processing (Preferred)

· Life & Health Insurance License (Preferred)

Key Traits of a Successful New Business Specialist:

· Able to communicate verbally and in writing

· Able to learn and adapt to changes

· Must have a strong ability to be a self-starter and work independently

· Excellent verbal and written communication skills

· Strong organizational skills and attention to detail

· Time management skills

What You Will Be Responsible For:

· Process new business applications with detail and accuracy and submit to appropriate carriers

· Obtain necessary documents and signatures from clients for carrier approval

· Enter and maintain client data into database system

· Manage and complete new business processes

· Complete all new licensing requirements

· Manage calendar and schedule meetings for financial advisor

· Preparing documents in Microsoft Word, Excel, and Outlook

· Assist in completing new account paperwork and annuity and life insurance applications

· Greeting clients face-to-face

· All other duties as assigned

Pay: $20-25/hr

Check out our website: https://maggitax.com/

If you feel like we would be a good fit for each other, apply now!

Company Description

Maggi Tax Advisory & Financial Group offers tax planning and preparation, Medicare, social security planning, Roth/IRA conversions, and insurance planning. Maggi Investment Services, LLC assists with income, estate, and investment planning, as well as 401K rollover management.

Company Description

Maggi Tax Advisory & Financial Group offers tax planning and preparation, Medicare, social security planning, Roth/IRA conversions, and insurance planning. Maggi Investment Services, LLC assists with income, estate, and investment planning, as well as 401K rollover management.