Careers at B.O.S.S Retirement
Solutions & Advisors

Job Description

The New Business Coordinator plays an integral role in our Operations Department providing high-level customer service ensuring the accuracy of client applications. Team members will be involved in the entire process once clients sign application. Duties include, but are not limited to:

·       Process client applications, transfers, and other required documents

·       Resolve any issues with client paperwork

·       Work with third-party companies

·       Application preparation

Minimum Qualifications

·       Extreme attentionto detail and follow-through

·       Task oriented

·       Bachelor’s degree or equivalent experience (in lieu of Bachelor’s degree, must have 4 years’ experience in finance industry)

·       Minimum of 2 years of experience in a related field

·       Life insurance license preferred

·       Proficient inExcel, Microsoft Word, Database Management with basic understanding of Windows and Mac IOS.  

·       Must be available for work full-time hours (Monday-Friday 8:30 am to 5:30 pm, occasional evenings)

This position starts at $50,000/year without Insurance and Series 65 licences.  If Insurance license is obtained, the base salary will be increased $5,000.  If the Series 65 designation is obtained, the base salary will be increased another $5,000 to $60,000/year.

B.O.S.S. Retirement Solutions hires a strong team of professionalsto ensure clients receive all the

assistance they need in developing their retirement incomestrategy and maintaining it

throughout retirement.

EqualOpportunity Employer M/F/D/V

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