Annuity Services Specialist

Job Description:

• Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments
•  Demonstrate knowledge of investments including annuities, financial markets, and apply key principles appropriately to the individual client's investment needs
• Adapt to client preferences using a conversational style
• Understand and proactively identify leading indicators of client attrition and mitigate
• Understand enterprise products and services beyond investments, and identify and refer where appropriate
• Consistently identify client opportunities and engage key partners as needed
• Ability to grasp and apply complex technical material quickly
• Maintain a high level of personal integrity and comply with enterprise policy and procedures

Required skills:
• Series 7 and Series 66 (or both the 63 & 65) are required
• Life, Health, and Variable Annuity Licenses required, or must obtain within 30 days
• Minimum of 2 year’s financial advisory or investment experience
• Passion for excellence and willingness to work to exceed client expectations
• Strong computer skills with an ability to multitask in a fast paced environment
• Bachelor's degree (business related discipline strongly preferred), or 2 years relevant work experience

Desired Skills:
• Capable of effectively operating in a team oriented and highly collaborative environment
• Successful experience and track record achieving operational excellence.
• Extraordinary interpersonal skills, a strong team orientation and resiliency
• Ability to effectively manage workload
• Superior client service proficiency including excellent verbal, written, and listening skills
• Financial services industry experience
• Strong understanding and ability to communicate the suite of enterprise products and services

Shift:

1st shift (United States of America)

Hours Per Week: 

40