New Business Processor Pensacola, FL | Full-Time | $22.00-$26.00 per hour We're looking for an experienced New Business Processor to handle account opening and new business processing for our financial services team — someone who's already worked with investment, insurance, or annuity applications and needs minimal ramp-up to run independently. Carriers dictate the application requirements and updates; your job is making sure every one of them is completed exactly right, every time, without anything slipping through. Key Responsibilities Prepare and process investment (AUM) accounts accurately and efficiently Complete and submit insurance applications, following each carrier's specific requirements precisely Track life insurance applications from signing through underwriting to policy issue Process Roth conversions and account transfers Coordinate with the Portfolio team on cash needs for client accounts Maintain daily tracking logs and deliver weekly status updates to advisors and leadership Notarize client documents as needed Respond to advisor and client inquiries within 24 hours What You Bring 2+ years processing new business applications in financial services — investment, insurance, or annuity accounts specifically (required) Working knowledge of Tax Qualified and Non-Tax Qualified account types Comfort with terms like NIGO (Not In Good Order), underwriting workflows, and carrier-specific submission requirements This work is highly routine and carrier-directed — success here isn't about financial expertise or independent judgment, it's about never missing a signature, a date, or a required field, on the same steps, every time Ability to work independently after a short ramp-up Intermediate to advanced computer skills; Excel proficiency a plus Benefits 401(k) with 8% employer match Health, dental, and vision insurance Paid time off and paid training Advancement opportunities

Application Note:

After applying, you'll be asked to submit a short video cover letter. If you've read this posting closely, please say the word "sunflower" at some point in your video.

Job Type:

Full-time Experience:

New business/account processing, financial services — 2 years (Required) Ability to

Commute:

Pensacola, FL (Required)

Work Location:

In person

Pay:

$22.00 - $26.00 per hour

Benefits:

401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Experience:

new business or account paperwork in financial services: 2 years (Required) Ability to

Commute:

Pensacola, FL 32502 (Required)

Work Location:

In person