New Business Specialist

WealthVest Marketing—based in Bozeman, MT is a financial services marketing and distribution firm specializing in high-quality fixed and fixed index annuities from many high quality insurance companies. For the 10,000+ baby boomers who are retiring daily, retirement is top of mind. Americans have purchased $24.2 trillion in retirement assets to insure their golden years, according to the ICI. WealthVest specializes in the marketing and distribution of these essential building blocks of retirement savings for financial professionals and their clients across the nation. As a member of our team, you will be empowered to be innovative, solutions-oriented and a driver of a culture of continuous improvement. Our goal is to enable you to reach your professional goals and be an integral part of a team of people driving to achieve departmental and overall organizational goals.

Operations department team members work in a high-energy, fast-paced environment providing efficient, accurate and professional support and service to our wholesalers, agents, carriers, other partners and coworkers. The environment we operate in requires every member of our team to be problem-solvers, finding solutions when those solutions may not be easy to see. It also requires each team member to learn and grow, to help your co-workers learn and grow and to continually refine our systems and processes to make our department more efficient and effective. We pride ourselves on not only thinking on behalf of ourselves and WealthVest, but for our customers and carriers. Our team focuses on and communicates what can happen versus what can’t happen. These standards are critical to achieving our individual, team and organizational goals to deliver best-in-class service.

Job Purpose/Role:

This position is responsible for executing all phases of case management from application review to issuance and payment of policies. Operations Specialists will work with supervisor and co-workers to define, refine and improve the new business process and procedures documenting all changes. The position may also have the opportunity to assist or lead special projects. New Business Specialists work closely with a team of people, including WealthVest’s Operations team, Internal and External Wholesalers, Accounting team, IT team, Marketing team as well as carrier representatives.

Responsibilities:

• Problem solving and decision-making ability

• Proactive and adaptable to new/unforeseen situations

• Motivated with strong work ethic and positive attitude

• Strong verbal/written communication and interpersonal skills; strong attention to detail and a high degree of professionalism

• Ability to work in a fast-paced environment and manage several tasks simultaneously within deadlines; ability to work independently as well as with a team

• High school diploma (or equivalency) required; college degree preferred

• 2+ years of customer service, operations or equivalent experience required; 1+ years working with Annuities and/or Life Insurance background preferred

• Strong working knowledge of PCs, Microsoft Office products (Word, Excel, Outlook) and above average typing skills

To apply, visit our application site here by clicking the button below.