Annuities Associate - FL Licensed

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

Jun 18, 2025 - 07:40

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