Job Description

About Us:

The Vermont Agency is a leading holistic financial services firm dedicated to helping individuals, families, and businesses achieve financial clarity and long-term security. We offer a comprehensive range of services, including insurance, investment strategies, and retirement planning solutions. Our team is built on collaboration, integrity, and a client-first mindset.

Position Summary:

We are seeking a detail-oriented and proactive

New Business Coordinator

to join our operations team. This individual will play a critical role in supporting our financial advisors and ensuring the efficient processing of new insurance, investment, and retirement business. If you're organized, solutions-oriented, and enjoy working in a dynamic and professional environment, we'd love to meet you.

Key Responsibilities:

Manage and process new business applications for life insurance, investments, annuities, and other retirement products Serve as a liaison between financial advisors, clients, and partner companies to ensure accurate and timely submissions Monitor case status and provide regular updates to advisors and clients Ensure compliance with company and industry standards throughout the application and onboarding process Coordinate follow-ups on outstanding requirements and documentation Support advisors in navigating carrier-specific systems and requirements Maintain accurate records and data entry in internal tracking systems

Qualifications:

Prior experience in financial services, insurance, or investment operations preferred Strong attention to detail and organizational skills Excellent communication and interpersonal skills Ability to multitask and prioritize in a deadline-driven environment Proficiency with Microsoft Office; experience with CRM systems is a plus Team-oriented mindset with a desire to contribute to a collaborative culture

Why Join The Vermont Agency?

Work with a respected team of financial professionals in a mission-driven firm Opportunity to grow within a supportive and dynamic environment Competitive compensation and benefits package
Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Health savings account Life insurance Paid time off Retirement plan Vision insurance
Work Location: In person