Account Services - Fixed New Business

About the role

Exclusive opportunity with Financial Institution located in Golden Valley, MN. Open due to influx of applications. Training will be on site for a minimum of 4 weeks and then become Hybrid. 3 days in office and 2 days remote. This could go longer, depending on how training is retained.

Responsibilities

• Processing and accuracy are very important. Number of tasks processed per day would be as much as 50. These easier tasks would require less research, investigative work, etc.
• When working the more difficult tasks, processing 20 daily would be expected due to the amount of time spent in discovery.
• Working with Broker Dealers, FMO's, and internal partners.
• Completing tasks and providing customer service to Financial Advisors or Financial Professionals who are submitting the applications for their customers to acquire Annuity products.
• Phone work is required, No Customer contact but you will be expected to speak with Financial Advisors and Financial Professionals that will communicate with the end customers.

Requirements

• HS Diploma
• 2+ years of recent professional corporate experience
• Prioritize College Graduate and Financial Services experience

Qualifications

• Customer service support, customer service call center, financial services, processing experience, operations & finance, annuity, life insurance, mortgage

Skills

• Customer service support
• Customer service call center
• Financial services
• Processing experience
• Operations & finance
• Annuity
• Life insurance
• Mortgage

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Pay and Benefits

The pay range for this position is $20.00 - $23.00/hr.

Requirements

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

Job Type & Location

This is a Contract position based out of Minneapolis, MN.

Application Deadline

This position is anticipated to close on Jul 24, 2026.