Answers incoming phone calls regarding annuity products from advisors, clients, and beneficiaries
Discuss all aspects of the annuity business by answering questions pertaining to multiple markets and product lines
Demonstrates consistent proactive communication with internal and external customers and partners
Stays current on procedures, corporate initiatives, annuity markets and products to provide accurate and timely information
Responds promptly and calmly to changing events and new situations
Maintains professionalism during interactions with advisors, clients, and beneficiaries
Cross-trains across franchises in New Business, Post Issue and Death Claims in order to load balance inbound calls
Performs other duties as required
Requirements
High school diploma or G.E.D.
Previous Experience in the Life Insurance and Annuity Industry (preferred)
Strong communication skills
Ability to work independently
Ability to follow oral and written directions
FINRA Series 6 Securities License
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States
May require shift work
Benefits
This position is remote within the United States only
Schedule: 9-5 30pm, flexible according to time zone
Disability accommodations available upon request
Inclusive work environment; equal opportunity employer
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
FINRA Series 6 Securities License
Soft skills
strong communication skillsability to work independentlyability to follow oral and written directionsproactive communicationprofessionalism