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National Life Group · 2 days ago

New Business Associate, Equity Services Inc.

Montpelier, VT

Full-time

Onsite

New Grad, Entry Level

$19/hr - $28/hr

National Life Group is one of America’s fastest-growing insurance companies, committed to providing stability and peace of mind to families. The New Business Associate role at Equity Services Inc. involves processing securities applications and ensuring efficient business operations, while also providing excellent customer service and support.

Health CareInsuranceLife Insurance

No H1B

Responsibilities

Build and maintain superior customer relationships by listening, understanding their specific needs and delivering service to meet/exceed customer expectations resulting in repeat business and customer loyalty

Consultative and attentive to customer needs, professional and proficient in handling questions over the telephone for both internal and external customers

Process securities applications using our electronic workflow system, ensuring accuracy and adherence to regulations

Perform thorough research to gather necessary information, utilizing various resources to complete applications and resolve queries

Key in and maintain client profiles and financial data within our record-keeping system accurately

Collaborate with team members to meet processing deadlines and manage workload effectively

Provide support and guidance on our firm’s procedures, focusing on forms accessibility, electronic workflow, and eSignature processes through written communication and training materials

Maintain confidentiality of all client and company financial information