Client Service Associate

Job Description

Job Description

About Adkins Financial Group:
Adkins Financial Group (AFG) provides comprehensive financial planning and wealth management solutions to individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. Our mission is to provide clients with tailored financial solutions and exceptional service, supported by a team of experienced professionals committed to excellence and integrity. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and a team centric environment in which everyone can contribute, develop relationships, and assist in growing the firm.

Position Summary:
Adkins Financial Group is seeking a New Business Processor to support our growing operations. This individual will be responsible for the accurate and efficient processing of all new business applications, including life, annuity, disability insurance, wealth management, and brokerage accounts. The successful candidate will possess strong organizational skills, a high attention to detail, and the ability to navigate complex application processes in compliance with company, carrier, and regulatory standards.

Key Responsibilities:

• Process, review, and submit new business applications across multiple product lines.
• Ensure all applications meet compliance, regulatory, and carrier requirements prior to submission.
• Monitor the progress of applications, proactively communicating status updates to advisors, clients, and internal stakeholders.
• Collaborate with financial advisors, carriers, and internal departments to resolve outstanding requirements or discrepancies.
• Maintain accurate records and documentation within the firm’s case management systems.
• Assist in the development and implementation of process improvements to enhance efficiency.
• Adding notes into firms CRM after communication with clients.

Qualifications/Experience:

• Bachelor’s degree in Business, Finance, or related field preferred; relevant experience may be considered in lieu of degree.
• 2+ years of experience in insurance, financial services, or brokerage operations preferred.
• Familiarity with life insurance, annuities, and/or wealth management products strongly preferred.
• Life and Health License at a minimum, preferred fully licensed (S6/S7, L&H, S65/S66)
• Excellent organizational skills with strong attention to detail and accuracy.
• Ability to prioritize and manage multiple tasks within deadlines.
• Strong interpersonal and professional communication skills.
• Proficiency in Microsoft Office Suite; experience with CRM or case management systems preferred.
• Strong proficiency in Microsoft Office Suite especially in Excel.
• Ability to work independently.
• Ability to organize and present data.

What We Offer:

• Compensation: Base Salary - commensurate with experience starting at $40,000 with Bonuses.
• Opportunities for professional development and career growth.
• A collaborative and professional work environment.
• Benefits: Medical, Dental and Vision
• The ability to contribute to the growth and success of a respected financial services firm.

HOW DO YOU APPLY:

· For immediate consideration, please submit your resume in MSWord or PDF format.

Job Type: Full-time

Work Location: In person

Adkins Financial Group (AFG) provides comprehensive financial planning and wealth management solutions to individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. Our mission is to provide clients with tailored financial solutions and exceptional service, supported by a team of experienced professionals committed to excellence and integrity. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and a team centric environment in which everyone can contribute, develop relationships, and assist in growing the firm.

Company Description

Adkins Financial Group (AFG) provides comprehensive financial planning and wealth management solutions to individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. Our mission is to provide clients with tailored financial solutions and exceptional service, supported by a team of experienced professionals committed to excellence and integrity. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and a team centric environment in which everyone can contribute, develop relationships, and assist in growing the firm.