Life & Retirement Advocate II

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

📋 Description

• Accurately and efficiently process new business and in-force transactions related to annuities.

• Assess applications to confirm that all requirements are submitted “In Good Order” and pinpoint any inconsistencies.

• Effectively communicate with the field sales team through phone and email to gather necessary information.

• Acquire and apply understanding of annuity processes, including ACH transactions, allocation modifications, withdrawals, and surrenders.

• Achieve or surpass the established service standards, productivity, and quality objectives.

• Recognize opportunities for process enhancements and share ideas to improve operational efficiency.

• Work collaboratively with colleagues and leadership to uphold workflow efficiency and service excellence.

⛳️ Requirements

• A High School Diploma or equivalent is required; 1–2 years of college education is preferred.

• 1–2 years of experience in retirement services operations or within the financial services sector.

• Possession of FINRA Series 6/63 licenses is strongly mandated.

• In-depth knowledge of retirement products, IRS tax regulations, and FINRA/SEC requirements.

• Outstanding communication and analytical abilities.

• Exceptional attention to detail and precision; above-average mathematical and accounting skills.

• Previous experience in a call center or customer service role is preferred.

• A commitment to continuous learning, including LOMA/ACS coursework, is encouraged.

• Willingness to work overtime or modify schedules as required.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company match.

• Opportunities for professional development and growth.

• Flexible work arrangements and a supportive work environment.