Annuities Associate - FL Licensed

Job Summary

A company is looking for a Mutual Funds & Annuities Associate.

Key Responsibilities

• Assist producers and internal sales teams with service-related requests via telephone and email
• Manage new business cases through the new business process to ensure successful placement
• Collaborate with internal divisions to provide excellent service and share process improvement ideas

Required Qualifications

• Ability to work 10:00 AM-6:00 PM EST, with training hours from 9:00 AM-5:00 PM EST for 6-8 weeks in-person
• Desire to work occasional overtime
• Bachelor's degree or equivalent work experience preferred
• 1-2 years of previous customer service experience desired
• Annuities experience preferred