New Business Specialist

The New Business Specialist is responsible for owning and executing the firm’s new business process from commitment through completion. This role ensures that every new client experiences a smooth, high-speed, and high-follow-through onboarding process that reflects Retirement Resources’ commitment to leadership, clarity, and care.

This position is ideal for a detail-oriented, process-driven professional who thrives behind the scenes, takes pride in precision, and understands that exceptional operations are a powerful form of client leadership. The New Business Specialist serves as a trusted liaison between advisors, clients, custodians, and carriers—making complexity feel simple and reinforcing that clients made the right decision choosing Retirement Resources.

• Process all new business paperwork accurately and efficiently, including account openings, transfers, rollovers, annuities, and insurance applications
• Manage new business from start to finish, ensuring timely submission, follow-up, and resolution of outstanding items
• Track all pending business and proactively follow up with custodians, carriers, and third parties to move items to completion
• Maintain compliance with all firm, broker‑dealer, and regulatory requirements throughout the new business process

• Serve as a point of contact for clients during the onboarding phase, providing clear updates and setting appropriate expectations
• Communicate confidently and professionally with clients to reinforce trust and reduce uncertainty
• Deliver consistent, proactive updates so clients never wonder where things stand
• Support the firm’s promise that every new business experience is high‑touch, high‑speed, and high follow‑through
• Partner closely with Advisors and Service Advisors to ensure seamless handoffs and alignment
• Prepare and organize all necessary documentation for new accounts and policy delivery
• Anticipate advisor needs related to upcoming appointments, account funding, and implementation steps
• Assist with special projects related to improving or scaling the new business process

• Maintain accurate records of all client interactions, submissions, and follow‑ups in the CRM
• Ensure client files are complete, organized, and audit‑ready (digital and/or physical as required)
• Track key new business metrics and provide regular status updates to the team
• Contribute to the ongoing refinement of workflows, checklists, and best practices

• Prior experience in new business processing, client service, or operations within financial services
• Strong attention to detail with the ability to manage multiple cases simultaneously
• High level of organization and follow‑through
• Excellent written and verbal communication skills
• Comfort working with CRM systems, custodial platforms, and carrier portals
• Ability to work independently while collaborating closely with a team

• Experience with ACATs, rollovers, and account transfers
• Familiarity with retirement‑focused products (AUM, annuities, insurance)
• Experience working in a growth‑oriented advisory firm
• Proficiency with Redtail or similar CRM systems

Retirement Resources is known for empowering clients to experience their dreams by giving them the confidence to turn those dreams into experiences. Our culture is built on trust, alignment, and purpose. We believe great operations are not just about efficiency, but about creating meaningful experiences for clients and teammates alike. Every role on our team plays a vital part in delivering clarity, confidence, and peace of mind to the people we are most called to serve.

Retirement Resources is known for empowering clients to experience their dreams by giving them the confidence to turn those dreams into experiences. Our culture is built on trust, alignment, and purpose. We believe great operations are not just about efficiency, but about creating meaningful experiences for clients and teammates alike. Every role on our team plays a vital part in delivering clarity, confidence, and peace of mind to the people we are most called to serve.