New Business Coordinator

• Total Annual Opportunity $ 75,000 | Base Salary 60,000 & Bonus Opportunity up to $15,000
• Medical, Dental, & 401k
• Paid Time Off (PTO)
• Paid Holidays
• Hybrid Schedule (3 days in office & 2 days remote)
• This position offers a pathway to leadership

About The Pelora Group

The Pelora Group (TPG) is a Charlotte, North Carolina-based financial advisory firm and MassMutual office focused on helping financial advisors grow strong, sustainable practices supported by high-quality infrastructure and operational expertise. The firm is committed to building the internal capabilities that allow advisors to focus on client relationships, financial planning, and business development while being supported by a responsive and knowledgeable operations team.

Position Summary

The New Business Consultant serves as a proactive, advisor-centric partner throughout the insurance and annuity New Business process. The Consultant acts as an advisor advocate and liaison between advisors, their teams, and external partners, helping navigate requirements, remove obstacles, and move business toward successful placement.

The New Business Consultant is a proactive and collaborative member of the New Business team, taking ownership of outcomes while engaging the right partners to achieve shared goals. The Consultant anticipates advisor needs, navigates challenges, connects people and information, and ensures communication reaches the appropriate parties throughout the New Business process.

Key Responsibilities

Advisor Partnership & Advocacy

• Serve as a trusted New Business resource and advocate for advisors and their teams.
• Act as a liaison between advisors and external partners throughout the New Business process.
• Understand advisor goals and help navigate requirements, challenges, and next steps.
• Advocate appropriately on behalf of advisors while maintaining strong and productive relationships with external partners.
• Anticipate advisor needs and communicate proactively.
• Demonstrate persistence and resourcefulness in finding answers, removing obstacles, and moving business forward.

Case Ownership & Problem Solving

• Take accountability for assigned business from submission through placement and resolution.
• Proactively identify potential obstacles and determine appropriate next steps.
• Research issues, explore options, and bring forward recommendations.
• Maintain a high level of follow-through and ensure commitments are completed.
• Engage additional expertise or escalate when appropriate while maintaining ownership of the outcome.
• Balance urgency, accuracy, and sound judgment.

Cross-Functional Partnership & Communication

• Engage the right internal and external partners to support successful outcomes.
• Work effectively across departments while maintaining clear ownership and accountability.
• Connect the appropriate people and streamline communication to minimize unnecessary handoffs.
• Ensure relevant information reaches the appropriate parties both upstream and downstream.
• Identify recurring challenges, trends, or opportunities and communicate them to the appropriate stakeholders.

Team Contribution

• Remain actively connected and engaged with the broader New Business team.
• Share knowledge, ideas, and information that strengthen team effectiveness.
• Collaborate with teammates to solve problems and support shared priorities.
• Contribute to an environment of accountability, collaboration, learning, and shared success.

Process & Execution

• Maintain strong organization, attention to detail, and documentation.
• Follow established processes to support accuracy, consistency, and a strong advisor experience.
• Apply sound judgment and flexibility when navigating unique situations.
• Identify opportunities to simplify and streamline work where appropriate.
• Balance strong execution and attention to detail with efficiency and practicality.

Qualifications

• Experience in insurance, annuities, financial services, New Business operations, or a similar relationship-focused environment preferred.
• Strong critical-thinking and problem-solving skills.
• Strong written and verbal communication skills.
• Demonstrated accountability and follow-through.
• Ability to build productive relationships with advisors, teammates, and internal and external partners.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities effectively.
• Ability to learn new systems, products, processes, and business concepts.

Schedule & Work Environment

• Full-time position, Monday through Friday, 8:00 a.m. to 5:00 p.m.
• Hybrid schedule with three days in the office and two days remote. The specific schedule is determined by the manager based on team and business needs.
• Additional hours may be required approximately two days per month based on business needs.