Annuity Operations Associate

About the role

Our Annuity Operations Department processes new annuity business for our advisors. The team ensures applications are processed promptly and maintains ongoing communication with transfer companies and advisors.

Responsibilities

• Calls and sends email to follow up on pending applications
• Records status of pending applications in internal tracking system
• Communicates with transfer companies to confirm funds are moving
• Corresponds with advisors and their office staff on the status of pending business

Requirements

• Strong organizational skills
• Confident, professional, and articulate communication
• Detail-oriented and focused on quality work
• PC proficiency and ability to multitask
• Ability to work independently and collaboratively

Qualifications

• Prior experience in financial services industry is a plus
• Previous customer service experience is a plus

Skills

• Excellent organizational and time management skills
• Effective written and verbal communication
• Detail-oriented and quality-focused
• Proficient in PC applications
• Ability to work independently and as part of a team

Benefits

• Medical, dental, vision insurance
• 401(k) plan with employer match
• Bonuses and recognition for hard work
• PTO package from day one
• On-site café, gym, and primary care access
• Continuous learning and development opportunities
• Employee-sponsored events and more!

Pay

Compensation is commensurate with experience.

Schedule

The position is full-time, onsite in Topeka, KS.

Benefits

• Medical, dental, vision insurance
• 401(k) plan with employer match
• Bonuses and recognition for hard work
• PTO package from day one
• On-site café, gym, and primary care access
• Continuous learning and development opportunities
• Employee-sponsored events and more!