Annuity New Business Specialist II

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

📋 Description

• Execute the functions of an Annuity New Business Specialist with a focus on high productivity and accuracy.

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

• Collaborate with the team lead/manager to suggest, develop, and/or revise procedures and documentation.

• Serve as a liaison with producers, uplines, third-party administrators, Commissions Contracting & Licensing, Legal, and other departments.

• Meet the required performance standards for phone and transaction metrics.

• Conduct research, track documents, and resolve complex service-related issues.

• Provide backup support for Team Leads or Senior Specialists, including managing work assignments, monitoring queues, and addressing escalated situations.

• Mentor new hires and perform second reviews until quality standards are met.

• Manage escalated service-related phone inquiries.

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

• Assist producers with software usage and web initiatives.

• Address moderate to complex sales and operational inquiries related to product clarification, pending new business, supply needs, illustrations, and marketing administration.

• Carry out other assigned duties, functions, and projects.

⛳️ Requirements

• AA or BA degree is preferred.

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

• A minimum of 3 years of experience in the insurance or financial services industry is required.

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

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

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

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

• Familiarity with the regulatory environment is necessary.

• Regular and punctual attendance is essential.

🏝️ Benefits

• Flexible in-office, hybrid, and remote work options are available.

• An employee-focused flexible work environment is provided.

• Reasonable accommodations for applicants and candidates with disabilities will be made.

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