NEW BUSINESS PROCESSOR

Job Description

Job Description

Salary : $18

About Revision Wealth Management

Revision Wealth Management is a fast growing wealth management firm focused on delivering tailored financial strategies with precision, care, and fiduciary responsibility. We are entering a significant growth phase and are expanding our New Business team to support increased annuity and AUM activity.

Role Overview

The New Business Processor is responsible for managing the end to end processing of new business from application through funding. This role is critical to speed, accuracy, and client experience. The ideal candidate thrives in structured environments, meets deadlines without reminders, and understands that execution is as important as advice.

Key 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.

Qualifications

Experience in financial services or insurance processing preferred.

Strong attention to detail and follow through.

Comfort working with deadlines and multiple cases simultaneously.

Ability to work independently while following established workflows.