New Business Processor

Palm Harbor, FL | Full-Time | In-Office

Are you the kind of person who finds deep satisfaction in making things run smoothly for others — the one who knows that behind every confident client experience is someone who handled the details with care, accuracy, and follow-through?

At SimplePath Retirement, the New Business Processor plays a pivotal role in shaping a client’s first real experience with our firm. This role sits at the intersection of trust, precision, and momentum. From the moment a client says “yes,” you help ensure their transition is seamless, well-communicated, and handled with professionalism that instills confidence from day one.

We’re a boutique retirement planning firm known for high standards and white-glove service, and this role is essential to delivering on that promise. As a New Business Processor, you’ll own the onboarding and implementation process — coordinating paperwork, tracking progress, communicating clearly, and making sure nothing slips through the cracks. Your work allows advisors to focus on planning and relationships, while clients feel supported, informed, and secure every step of the way.

This role is ideal for someone who:

• Takes pride in accuracy, organization, and doing things the right way
• Understands that speed, clarity, and precision build trust
• Enjoys owning a process from start to finish
• Thrives in a structured, fast-paced, high-expectation environment
• Wants their work to truly matter — to clients, advisors, and the firm

 What we offer:

• Competitive salary and amazing benefits
• Performance-based bonuses and incentives
• A beautiful, professional office environment
• A highly visible role with growth potential as the firm expands

If you’re energized by responsibility, value integrity and follow-through, and want to be part of a team that treats implementation as a critical part of the client experience — not an afterthought — this role may be an excellent fit.

👉 Click to learn more and apply.