The Laffie Financial Group · 5 days ago
New Business Coordinator
Syosset, NY
Full-time
Onsite
New Grad, Entry LevelThe Laffie Financial Group is seeking a New Business Coordinator who will oversee daily activities related to new business development. This role involves preparing financial and business proposals and providing administrative support while ensuring timely onboarding of new clients.
Insurance
Hiring Manager
Scott Kohen
Responsibilities
Oversee daily activities related to new business development
Assist in preparing financial and business proposals
Provide administrative support
Analyzing data
Conducting market research
Coordinating with team members
Ensuring timely and accurate onboarding of new clients
Qualification
Required
Proficiency in New Business Development
Strong Analytical Skills and understanding of financial concepts
Exceptional Communication skills, both verbal and written
Attention to detail, organizational skills, and the ability to manage multiple priorities
Preferred
Bachelor's degree in Business, Finance, Marketing, or a related field
Company
The Laffie Financial Group
Estate Planning Insurance Specialists
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Scott Laffie, CFP®,RICP®,CEPA®,CLU®, CLTC®
Partner
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