New Business Coordinator

We are seeking a diligent and motivated New Business Coordinator. This role manages the client service model and related system operations to improve customer service and support data-driven decision making. Works closely with Financial Advisors to review and refine client session outcomes and documentation. Oversees, assigns, and tracks action items to maintain smooth business workflow. Continuously monitors CRM activity, ensuring accurate status updates and progress tracking.

Qualifications:

• Aptitude for learning software programs, implementing systems and educating others on the use of such programs to enhance client servicing and sales opportunities.
• Ability to problem-solve situations and present solutions for implementation using process-driven approach.
• Proficient reading, writing, grammar, and mathematics skills; these skills normally associated with education and/or experience beyond high school.
• Demonstrated sales and customer service abilities.
• Licensing goals:
  • Life/health insurance and annuities from the Pennsylvania department of Insurance
  • NASD securities licenses
    • Series 6, 63, 62 or 66, 7; Series 65.

Why work at Kish?

At Kish, you can expect more than just a job. You can expect the opportunity to develop a career in a supportive environment where you can showcase your skills and talent. The Kish culture is all about people—those who work here, those we serve, and those in the communities we live and work in. Joining Kish means joining an organization that cares about you and invests in you every day, and a team of people who care deeply about making the lives of those around them better.

Benefits

• Competitive Compensation
• Competitive Medical, Dental, & Vision Coverage
• 401(k) with Company Match
• Company-Paid Life Insurance
• Employee Discounts on Loans, Insurance, & other Kish Services
• Generous Paid Time Off (PTO)
• Volunteer Time Off (VTO)
• Paid Holidays
• Telemedicine
• Wellness Rewards Programs
• Education Assistance Programs
• Tuition Reimbursement
• New Hire Training
• Career Development

Learn more about our benefits at mykish.com/careers.

Kish is an Equal Opportunity/Affirmative Action Employer Minorities/Females/Disabled/Veterans. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.