New Business Specialist

New Business Specialist

At DPL Financial Partners, we are driven by helping people achieve financial success through modernizing insurance and annuities. The FinTech world is on fire and DPL Financial Partners (DPL) founded in 2014 by financial services leader David Lau, is bringing new products and innovative technology to market for financial advisors and their clients. DPL's Commission-Free insurance platform provides registered investment advisors (RIAs) with tools, education, and access to a range of insurance and annuity products that help their clients save more and retire with financial security. At DPL, we are aligned to One Purpose, working as One Team. At DPL, we prioritize teamwork, collaboration, and innovative ideas to achieve our purpose. The ideal candidate for our New Business Specialist role is a detail-oriented and organized individual responsible for accurately processing and managing applications in a timely manner, ensuring all required documentation is complete and compliant with company policies and procedures. Your excellent analytical skills and attention to detail will contribute to the smooth operation of our application processing system.

As a valued DPL employee, you will receive:

• Training, Support and Career Development Opportunities
• A Collaborative, Casual and Inclusive Work Environment
• 3 Weeks of Paid Time Off
• 100% DPL Paid Healthcare for Employee Coverage Starting on First Day of Employment
• 10 Paid Company Holidays
• 401K Company Match of 4%
• And So Much More...

Essential Duties and Responsibilities:

• Prepare and process annuity applications with a focus on accuracy and timeliness.
• Maintain data integrity by ensuring all documentation is complete and accurate.
• Coordinate 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.
• Performs other duties as assigned.

Qualifications:

• 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.
• Effective written and verbal communication skills.
• Working knowledge of Microsoft Office, particularly Word and Excel.

Preferred Qualifications:

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

Location: Louisville, KY (On-site)