Investment Services: New Business Lead

About The Role

Handles inbound requests from advisors and provides support to team members in the investment services division. Manages all new business calls and reviews paperwork to ensure efficient processing of new business. Provides information about products, investment options, account setup, taxation and regulatory/compliance questions, online access, contributions, distributions, transfers/rollovers/conversions, excesses/recharacterizations, and general account information.

• Handle inbound requests from advisors and clients, providing case management, and ensuring efficient processing of new business.
• Manage new business calls and review paperwork, addressing non-suitability issues and facilitating communication.
• Assist with account setup, maintenance, and transfers, ensuring accuracy and compliance.
• Provide information about products, investment options, account setup, taxation, regulatory/compliance questions, and general account information.

• Typically requires 4+ years of relevant experience.
• FINRA registrations and Life Health Insurance license may apply to some levels within this family.

This position is part of a job family. Placement will be determined by skills and qualifications of the candidate.

$54,800-$75,350

The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience.

In addition to base salary, this position is eligible for a Short-Term Incentive plan.

Our employees and representatives serve nearly one million households with insurance products and retirement services. You’ll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life) and a 401(k) with company match.

COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.