Annuity New Business Specialist II

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

📋 Description

• Execute the responsibilities of an Annuity New Business Specialist with exceptional productivity and precision.

• Manage intricate situations and processes, including NY Reg 60 and Suitability.

• Propose, develop, and revise procedures and documentation in collaboration with the team lead or manager.

• Coordinate with producers, uplines, third-party administrators, Commissions Contracting & Licensing, Legal, and various departments.

• Meet required performance metrics for phone and transaction activities.

• Investigate and monitor documents, addressing complex service issues effectively.

• Act as a backup for the Team Lead or Senior Specialist, which includes overseeing work assignments, queue management, and handling escalated situations.

• Guide and mentor new staff members, completing second reviews until quality standards are met.

• Manage escalated service-related phone inquiries.

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

• Troubleshoot issues and assist producers with software usage and web initiatives.

• Address moderate to complex sales and operational questions regarding product information, pending new business, supply requirements, illustrations, and marketing administration.

• Fulfill additional functions, responsibilities, and projects as assigned.

⛳️ Requirements

• An AA or BA degree is preferred.

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

• At least 3 years of experience in the insurance or financial services sector.

• Experience in a service center, sales support team, and/or other relevant industry experience is preferred.

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

• Capability to manage complex situations and processes, including NY Reg 60 and Suitability.

• Proficiency in the digital techniques, methods, and tools utilized at F&G.

• Consistent and punctual attendance is required.

🏝️ Benefits

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

• Reasonable accommodations available for applicants and candidates with disabilities.

• A flexible work environment centered around employee needs.

• Occasional travel may be necessary (less than 10%).