Senior Annuities Operations Associate
Job Summary
To support a rapidly growing business, the full-time Senior Annuities Operations Associate will drive operational excellence by executing day-to-day tasks related to annuity operations, collaborating with sales teams, and optimizing processes in a remote setting.
Key responsibilities
- Process new annuity business, including application submission, funding, and commissions
- Collaborate with the sales team to reduce administrative workload and enhance sales activities
- Develop and document annuity-related processes while improving CRM workflows and data entry
Required qualifications
- 5+ years of experience in sales operations, annuities, life insurance, or analytically-intensive roles
- Salesforce system admin experience and familiarity with sales technologies
- Ability to balance strategic thinking with analytical problem-solving
- Experience in annuity, life insurance, or investment sales preferred
- Comfortable in ambiguous and flexible work environments
Complete Job Description
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