Annuity New Business Specialist I

This is a fully remote position, open to applicants in United States.

📋 Description

• Serve as an active intermediary among producers, their uplines, and external administrators.

• Address service-related issues for new annuity business and secure necessary documents for applications that are incomplete.

• Respond to customer inquiries and concerns while managing multiple queues as necessary.

• Coordinate with Commissions Contracting & Licensing, Legal, and other departments.

• Meet the required standards for transaction quality performance.

• Investigate and monitor documents to resolve service-related issues.

• Keep producers and uplines informed about product and processing guidelines.

• Assist producers with software utilization and web initiatives.

• Address moderate to complex sales and operational questions related to product explanation and pending new business.

• Comply with sales and product regulations as well as legal requirements.

• Observe and enhance processes while reducing operational waste.

• Perform additional assigned tasks, responsibilities, and projects.

⛳️ Requirements

• AA or BA degree is preferred.

• Relevant experience may be accepted in place of a degree.

• A minimum of 1 year of experience in the insurance or financial services sector is required.

• Previous experience in a service center, sales support team, or similar industry roles is preferred.

• Successful completion of life insurance-related coursework, such as LOMA or CLU, is preferred.

• Basic knowledge of F&G’s organizational structure and its products/services is beneficial.

• Ability to acquire new skills and adapt to innovative thinking.

• Capability to self-organize, prioritize tasks, and manage workload effectively.

• Understanding of fundamental data concepts is necessary.

• Demonstrates awareness of risks and understands risk mitigation strategies.

• Consistent and punctual attendance is required.

• Minimal travel is required (less than 10%).

🏝️ Benefits

• Options for in-office, hybrid, and remote work arrangements.

• Reasonable accommodations available for applicants and candidates with disabilities.

• A flexible/hybrid work environment that prioritizes employee needs.