Revision Wealth Management · 2 weeks ago
NEW BUSINESS PROCESSOR
Jacksonville, Florida, United States
Full-time
Onsite
New Grad, Entry Level
$18/hr - $18/hrRevision Wealth Management is a fast growing wealth management firm focused on delivering tailored financial strategies with precision, care, and fiduciary responsibility. The New Business Processor is responsible for managing the end to end processing of new business from application through funding, ensuring speed, accuracy, and a positive client experience.
Financial Services
Responsibilities
Process applications accurately and efficiently
Track applications from submission to policy issue and funding
Coordinate with carriers, custodians, and internal advisors
Monitor outstanding requirements and proactively resolve issues
Maintain accurate records in CRM and related systems
Ensure compliance documentation is complete and submitted timely
Qualification
Required
Entry-level experience
Strong attention to detail and follow through
Comfort working with deadlines and multiple cases simultaneously
Ability to work independently while following established workflows
Preferred
Experience in financial services or insurance processing
Company
Revision Wealth Management
Revision Wealth Management is a trusted leader in wealth management, with over 30 years of experience partnering with individuals, families, small businesses, and organizations to provide exceptionally tailored financial solutions.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase