Annuity Specialist

Marketing Opportunities available throughout U.S. Waltham, Massachusetts Zionsville, Indiana


Description

Position at Group1001

Group1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Company Overview:

Group 1001 Services is a comprehensive organizational services team supporting Group 1001’s strategic vision by maintaining a strong corporate culture, leveraging and developing talent, and ensuring operational effectiveness and efficiency.

 

Job Summary:

We're looking for an Annuity Specialist to join our team.  The ideal candidate will have a strong understanding of annuity products and be able to effectively communicate and educate RIAs and B2B customers on the benefits and features of our products.

 

Main Accountabilities:

  • Have an in-depth knowledge of our products and systems and be able to discuss all product features with customers, members, and internal stakeholders
  • Handle customer inquiries and problems throughout the application process and ensure timely outcomes are achieved in line with internal and regulatory requirements.
  • Partner closely with internal stakeholders to remove barriers for our customers and ensure a great customer experience
  • Maintain customer confidentiality while complying with all state and federal regulations, privacy regulations and meeting or exceeding internal quality and service standards
  • Build and maintain strong working relationships with internal and external customers.

 

Qualifications:

  • 3+ years of customer service experience
  • Experience with annuities and / or financial services products
  • Active license for current resident state Life and Health License
  • FINRA series 6 and 63 required within approximately 60 days of employment
  • Communicate effectively using verbal and written communication methods
  • Attention to detail - you’re meticulous and curious to understand how things work
  • Bachelor’s degree or equivalent experience