New Business Operations Specialist

Job description

Description POSITION: New Business Operations Specialist: Location: Fort Lauderdale – HQ: Department: New Business: FLSA Classification: Non-Exempt: Who We Are: At Sound Income Group , our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us. Position Summary: The New Business Operations Specialist is responsible for managing the end-to-end processing of new business across annuity, brokerage, and advisory products. This role ensures all applications are accurate, complete, and submitted efficiently, while proactively tracking cases through to completion. This individual serves as a key point of contact for advisors and internal teams, ensuring a smooth and timely client onboarding experience through strong communication, follow-through, and o...