New Business Specialist

About Us

Compass Retirement Solutions is a growing financial firm dedicated to helping retirees and pre-retirees protect and grow their wealth. We provide qualified leads, marketing support, and a proven system to help advisors close business and maximize their earnings.

What Were Looking For

We are seeking a proactive and detail-oriented New Business Specialist to support advisors and clients in managing new accounts and ensuring smooth transactions.

This client-facing role requires an individual who is personable, patient, and organized, with strong communication skills to follow up with clients and ensure the completion of asset transfers and account workflows. The ideal candidate is adaptable, quick to learn, and capable of managing multiple tasks while providing excellent support to clients and advisors alike.

Key Responsibilities:

• Client Interaction: Maintain a high level of customer service, primarily outbound communication with clients regarding the status of their transactions and accounts. Handle inbound calls for follow-ups.
• Collaborate with Advisors: Work closely with advisors to manage incoming assets, whether related to producing or relationships, and ensure client transactions are completed.
• Manage New Account Workflows: Oversee new account processes, ensuring all steps in the onboarding and asset transfer workflows are completed, including coordinating with other team members.
• Communication: Act as a liaison between clients, advisors, and internal teams, ensuring smooth communication and timely updates on ongoing processes.
• Task Management: Maintain organization and accuracy in managing multiple moving parts in account workflows and transactions.
• Seminar Support:Flexibility to occasionally support Compass on-site seminars, including outside standard hours, reflecting our culture of hunger and commitment.
• CRM Proficiency:Must be comfortable adapting quickly to CRM systems (currently Wealthbox), with responsibility for updating records when advisors cannot.
• Deal Closure Visibility:Acts as the point person for confirming when deals are officially signed and funded, ensuring leadership has real-time status.
• Multi-Client Organization:Ability to manage multiple client accounts simultaneously with accuracy and attention to detail.

Must Haves:

• Client Service Experience: Previous experience in client service, particularly in customer-facing roles.
• Organizational Skills: Strong organizational skills and the ability to manage multiple projects at once.
• Communication Skills: Comfortable making outbound calls and speaking with clients and carriers. Excellent verbal and written communication skills.
• Independence & Collaboration: Ability to work independently while also being a collaborative team member.
  

Good to have:

• Project Management Experience: Experience in project management or managing workflows is a plus.
• Industry Familiarity: Familiarity with the financial industry is beneficial but not required.