annuity

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Traffic rank
#222,615
Site age
26 yrs
Location
United States
Newest job postings for annuity
via Dexian posted_at: 5 days agoschedule_type: Full-time
Job Title: Annuities Specialist Salary Range: $50,000 - $59,000 per year DOE... Contract length: 12-months (extension possible) Job Summary: Join our team as a Contract Assurance Specialist, where you will collaborate closely with our sales and marketing teams to promote our products. This role requires a background in sales support and a strong understanding of life and annuity products, with a preference for candidates holding a life insurance Job Title: Annuities Specialist

Salary Range: $50,000 - $59,000 per year DOE...

Contract length: 12-months (extension possible)

Job Summary:

Join our team as a Contract Assurance Specialist, where you will collaborate closely with our sales and marketing teams to promote our products. This role requires a background in sales support and a strong understanding of life and annuity products, with a preference for candidates holding a life insurance license. You will proactively engage with clients, working to retain and grow their business. If you're a proactive communicator, have a passion for relationship-building, and possess a knack for sales techniques, we want you on our team.

Key Responsibilities:
• Review existing annuity contracts to identify potential issues that could lead to cancellations or lapses.
• Initiate proactive outreach to clients to discuss their annuity contracts, assess their financial needs, and align our product offerings to meet those needs.
• Utilize effective sales strategies to retain assets, ensuring that customer solutions are in line with industry best interest and suitability standards.
• Collaborate with our Sales teams to address agent concerns and their role in customer retention efforts.
• Monitor customer account activity and foster positive relationships to enhance the overall customer experience.
• Maintain meticulous records of customer interactions and follow-up activities.
• Perform other related tasks as assigned.

Education and Experience:
• Bachelor's degree in finance, business administration, or a related field.
• Minimum of 2 years of experience in annuity sales and/or retention.

Certificates, Licenses, Professional Designations:
• Life insurance license or the ability to obtain one as required.

Skills and Qualifications:
• Exceptional customer service skills.
• Outstanding written and verbal communication skills.
• Strong interpersonal abilities and adept at relationship management.
• Proficient in analytical thinking, problem-solving, and negotiation.
• Self-motivated with the ability to thrive in a fast-paced environment.
• Team player with a cooperative spirit for working with colleagues, clients, and third parties.
• Proficiency in Microsoft Office Suite.

Working Conditions:
• This role requires on-site presence for 2-3 days a week.

If you're ready to make an impact in the world of annuity contract assurance and thrive in a dynamic, client-focused environment, we encourage you to apply. Join us in delivering excellence and securing the financial future of our clients.

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status
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via Jobs At Lincoln Financial posted_at: 4 days agoschedule_type: Full-time
Alternate Locations: Work from Home; US All Regions Work Arrangement... Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration. Relocation assistance: is not available for this opportunity. Requisition #: 72433 The Role at a Glance We are excited to bring on a Customer Service Representative to join our fast paced, high volume Annuity Contact Center team supporting our Insurance Operations organization in Alternate Locations: Work from Home; US All Regions

Work Arrangement...

Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.

Relocation assistance: is not available for this opportunity.

Requisition #: 72433

The Role at a Glance

We are excited to bring on a Customer Service Representative to join our fast paced, high volume Annuity Contact Center team supporting our Insurance Operations organization in a work from home environment.

Background Details

The Annuity Contact Center Team will provide you with several weeks of paid training where you will gain knowledge and skills in a diverse number of products. In addition, you will also receive ongoing training, coaching and development to continue to perform and grow in this fast-paced environment.

As a Customer Service Representative, you will serve as the first point of contact for our annuity customers (i.e., policy holders, beneficiaries, financial professionals, etc.). You will be responsible for answering inbound calls where you’ll be addressing customer service inquiries and concerns. You will build rapport with and educate our customers about their life or annuities contracts while utilizing multiple resources/databases. Our goal is to deliver a positive and memorable customer experience while helping our customers feel more confident about their financial future. If this sounds like a role for you, please read on!

What you'll be doing
• You will communicate with roughly 50-90 customers throughout the day, answering questions and providing information regarding their needs/questions through the utilization of multiple applications and platforms. In addition, you will maintain customer confidentiality while complying with privacy regulations and meeting or exceeding department metrics, quality, and service standards.
• You will perform research to respond to customer inquiries and document customer interactions in the appropriate systems. You will take ownership of each call working to deescalate customer concerns as needed.
• You will communicate effectively through phone/email with internal/external stakeholders in a customer centric and professional demeanor while recognizing what needs to be done to meet customers’ expectations and demonstrates flexibility/responsiveness to meet customer needs on routine work independently.
• You will recognize general issues/concerns and identify/recommend process improvements to positively influence the team and quality.
• Training Schedule: Monday – Friday 8:30am – 5:00pm EST for first 4-8 weeks. There will be no approved time of for the first 60 days. It is recommended that there is no unapproved time in the first 90 days.
• 3-8 Weeks: Virtual classroom training including live call shadowing
• 1 Week: Guided calls with trainer support
• Available resources: Knowledge Base, team chat groups, chat-based Help Desk support
• Regular Schedule: Must be available to work 8-hour shifts Monday – Friday with earliest start of 7:55 am EST and ending no earlier than 6:05 pm EST. You may work overtime as needed during peak volume times.
• Must adhere to scheduled breaks/lunches as you are required to follow these closely
• Starting Compensation: $22.16/hour + Annual Incentive Bonus + Benefits starting day 1

What we’re looking for

Must-have experience (Required):
• High School Diploma or GED.
• 2-3 Years of general client service experience that directly aligns with the specific responsibilities of this position.
• Ability to communicate effectively (verbal/written).
• Ability to work with others and demonstrate strong interpersonal skills.
• A strong passion for helping, servicing, and educating others while utilizing analytical skills and attention to detail while displaying optimism.
• Eagerness to learn and complete research.
• Organizational skills and ability to multitask.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and general computer navigation skills.
• Ability to adhere to policies, procedures, and guidelines.

Must-have capabilities:
• If on closing shift, must be able to work until queues are closed for the day. This would be no earlier than 6:05 EST.
• Must have ability to work from home in an environment conducive to being on the phone throughout the day.
• Must have internet bandwidth of 12 Mbps (Megabits per second). Preferred bandwidth is 25 Mbps to perform at full capacity. To check internet speed, go to ‘Google’ and type in ‘Speed Test’ and simply select ‘Run Speed Test’. This will run for roughly 30 seconds. Once complete you will receive a display showing your internet bandwidth.

Nice-to have Experience (Preferred):
• Prior Financial Services experience is a plus.
• Customer service experience or data entry experience while using multiple systems.

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for YOU:
• A clearly defined career framework to help you successfully manage your career
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
• Effective productivity/technology tools and training

Pay Range: $22.16

Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. As of December 31, 2022, approximately 16 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $299.2 billion in end-of-period account balances, net of reinsurance as of June 30, 2023. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and ranks among Newsweek’s Most Responsible Companies 2022. Dedicated to diversity, equity and inclusion, we are included on transparency benchmarking tools such as the Corporate Equality Index, the Disability Equality Index and the Bloomberg Gender-Equality Index. Committed to providing our employees with flexible work arrangements, we were named to FlexJobs’ list of the Top 100 Companies to Watch for Remote Jobs in 2022. With a long and rich legacy of acting ethically, telling the truth and speaking up for what is right, Lincoln was recognized as one of Ethisphere’s 2023 World’s Most Ethical Companies®.

Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos
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via Careers At MassMutual posted_at: 5 days agoschedule_type: Full-time
Annuity Product Development & Implementation Consultant Full-Time, Springfield or Boston office... The Opportunity Drive development of new annuity products, features, and capabilities. Role will help drive development and implementation efforts including creation of business cases. This also includes development of product specs, business requirements, testing and delivery of product to the marketplace. Act as owner and SME throughout the product Annuity Product Development & Implementation Consultant

Full-Time, Springfield or Boston office...

The Opportunity

Drive development of new annuity products, features, and capabilities. Role will help drive development and implementation efforts including creation of business cases. This also includes development of product specs, business requirements, testing and delivery of product to the marketplace. Act as owner and SME throughout the product development and deployment process. Work collaboratively and communicate effectively across all functions of the business including sales, marketing, operations, ETX, law and compliance. Provide ongoing support for product management efforts for in force business as well as new development working closely with the annuity product management and implementation leads.

The Team

The annuity product team drives all product development and management of a rapidly growing business. MM Annuity has grown to be a top 5 player and the product team has a strong team consisting of actuarial and non-actuarial resources. It is a very collaborative and team oriented environment where everyone works together, supports one another and harnesses to broad skill sets across the team in an effort to reach the best outcomes.

The Impact:

This position plays a critical role in in the design and execution of new products. MassMutual Annuity has seen significant growth and this role is important in collaborating with teammates and business partners to achieve the strategic objective of offering a well rounded product suite to meet the diverse needs of our distributors and customers

The Minimum Qualifications
• Bachelors degree
• 7+ years relevant product experience
• 1+ year experience communicating & presenting new ideas to sales partners and senior leadership including ability to assist with product specifications drafting
• 1+ year of experience of financial services value chain including product, distribution, marketing, IT and operational/service capabilities
• 1+ year experience working through detailed product implementation work including specifications development, act as subject matter expert and support product testing

The Ideal Qualifications
• Working knowledge of overall retirement landscape and research outlets that provide insight into consumer needs
• Ability to work cross-functionally to reconcile competing priorities while meeting organizational objectives
• Comfortable dealing with both complexity and ambiguity, and able to explore multiple solutions to a problem
• Takes ownership and is results-oriented
• Ability to analyze and apply competitive information to define new product opportunities and support a business case
• Strong business acumen and understanding of how annuities make money and risks posed by the product
• Sound business judgment in an environment of rapid change - ability to respond to changes in direction, tight deadlines and high-pressure situations
• Pricing experience is a plus

What to Expect as Part of MassMutual and the Team
• Regular meetings with the Annuity Product Team
• Focused one-on-one meetings with your manager
• Access to mentorship opportunities
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups

#LI-RS1
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