Overview :

Are you someone that loves detail-oriented work? Our Annuity Operations Department plays an integral role in processing new annuity business for our advisors.

From reviewing applications, following up on pending business to post-issue maintenance, our team is dedicated to moving the business forward.

Customer service is at the forefront of this teams’ mind representing AE in the most positive way possible while delivering timely and quality results.

As an Associate you will learn about our industry and the entire annuity application process. After building a foundation of knowledge, you will have the ability to advance within the department as you gain proficiency in various aspects of the application process.

What you’ll do :

• Conduct calls and send email communication to follow up on pending applications to ensure they are being processed in a timely manner
• Diligently communicate with transfer companies to confirm funds are moving
• Correspond with advisors and their office staff on the status of pending business

Experience you’ll bring :

• Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever changing priorities
• Confident, professional and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff
• Detail oriented, focused on quality in all aspects of your work
• PC proficiency, ability to work on several platforms at once
• Ability to work independently, but also as a collaborative team member

Bonus Points :

• Prior experience working in financial services industry
• Previous customer service experience

What you’ll get :

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package upon your start date
• Access to our very own on-site primary care office, café, and gym
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance

Last updated : 2024-05-03