FINRA Series 6 Annuities Specialist

Job Summary

A company is looking for a Variable Annuities Operations Specialist responsible for handling and processing annuity transactions.

Key Responsibilities

• Process and document variable annuity transactions in compliance with policies and regulations
• Address and resolve issues related to annuity transactions, ensuring operational efficiency
• Collaborate with internal departments to meet performance metrics and enhance process improvements

Required Qualifications

• H.S. Diploma or Equivalent Required; Bachelor's Degree Preferred
• 3-5 years of customer service experience Required
• Experience with individual life insurance/annuity products Required
• FINRA Series 6 License Required
• In-depth knowledge of variable annuity products