New Business Specialist

About the role

DPL Financial Partners is dedicated to helping people achieve financial success through modern insurance and annuities. Founded in 2014, DPL was established by David Lau, a financial services leader, to bring new products and innovative technology to the market for financial advisors and their clients. Our mission is to align with One Purpose, fostering teamwork, collaboration, and innovative ideas to achieve our goals.

Responsibilities

• Prepare and process annuity applications with a focus on accuracy and timeliness.
• Maintain data integrity by ensuring all documentation is complete and accurate.
• Cook up new business requirements by communicating with advisors, clients, third parties, and case managers via email and phone.
• Collaborate with internal and external partners to gather and provide information to support operations functions.
• Proactively review new business policies and follow through on commitments.
• Perform other duties as assigned.

Qualifications

• A self-starter with the ability to work within a team environment.
• Strong attention to detail and ability to multitask.
• Excellent analytical skills to review documents and make informed decisions.
• Eloquent written and verbal communication skills.
• Working knowledge of Microsoft Office, particularly Word and Excel.

Preferred Qualifications

• A bachelor's degree from an accredited college or university.
• Experience using Salesforce.
• Familiarity with e-application platforms such as Firelight.
• Experience in the insurance sector or with RIAs, preferably in Operations Processing or Customer Service.

Pay

$19 - $22 per hour

Schedule

On-site in Louisville, KY