New Business Specialist

Retirement Plan Consultants

Are you great with customers, do you love learning new things, and have a strong attention to detail? We are currently seeking a New Business Specialist to assist with onboarding our new clients across the country! The position will include: customer service, data input, new client setup in firm systems, proposal generation, and oversight of 3(38) product and services. Helpful software experience: Microsoft Word, Excel, Outlook. Attention to detail is a must.

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Do you feel like you are a prefect fit for this position? Please email your resume, and the job title you are interested in to info@wealthfirm.info