Mutual Funds & Annuities Associate (Remote)

About the position

Responsibilities

  • Demonstrate ownership, urgency, and responsiveness in assisting producers (Brokerage General Agency Staff, Financial Advisors, etc.) and internal sales team with service-related requests, via telephone and e-mail
  • Carefully manage new business cases through the new business process to ensure successful placement of the business
  • Anticipate producer needs and provide creative alternatives to service requests
  • Partner with Internal Divisions to ensure excellent service is consistently provided, and often serve as the liaison between external customers and internal functional groups
  • Actively share service and process improvement ideas, contributing to a culture of continuous improvements
  • Provide Leadership with regular updates on key/critical cases

Requirements

  • Ability to work 10:00AM-6:00PM EST
  • Training will be 9:00AM - 5:00PM EST for 6 weeks
  • A desire to work occasional overtime
  • Bachelor's degree or equivalent work experience preferred
  • 1-2 years previous customer service experience is desired
  • Annuities experience preferred
  • Case management experience preferred but not required
  • Strong written and verbal communication skills
  • Good organizational skills
  • Ability to handle multiple priorities

Benefits

  • Market competitive base salaries, with a yearly bonus potential at every level
  • Medical, dental, vision, life insurance, disability insurance
  • Paid Time Off (PTO), and leave of absences, such as parental and military leave
  • 401(k) plan with company match (up to 4%)
  • Company-funded pension plan
  • Wellness Programs including up to \$1,600 a year for reimbursement of items purchased to support personal wellbeing needs
  • Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
  • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
  • Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program
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