Annuity New Business Specialist - Hollywood Florida

Company: VirtualVocations
Location: Hollywood, Florida
Posted On: 11/10/2024

A company is looking for an Annuity New Business Specialist I to serve as a liaison in resolving annuity new business service issues.



Key Responsibilities

Act as the primary owner for daily tasks and manage multiple queues
Proactively communicate with producers, uplines, and third-party administrators to resolve service issues
Ensure compliance with company policies and legal requirements regarding sales and product compliance


Required Qualifications, Training, and Education

AA or BA degree preferred, or relevant experience considered in lieu of a degree
2+ years of experience in the insurance or financial services industry
Experience in a service center or sales support team preferred
Successful completion of life insurance-related education such as LOMA or CLU coursework preferred More...

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