Annuity New Business Specialist I

🕒 October 1

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

👻 Ghost score 10%

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Logo of F&G

F&G

501 - 1000 employees

Founded 1959

🛡️ Insurance

💸 Finance

🏢 Enterprise

Insurance • Finance • Enterprise

F&G is a company that provides a portal for sales agents to manage their accounts and access resources. The SalesLink agent portal requires users to log in with their agent ID and password, offering features for password management and security protocols. F&G seems to focus on providing services and support for sales agents, possibly in the insurance or financial industry, as suggested by the email domain 'fglife. com'.

📋 Description

• Act as a proactive liaison between producers, their uplines, and third-party administrators • Resolve annuity new business service issues and obtain outstanding requirements for applications not in good order • Handle customer questions and concerns in a timely and professional manner • Work across multiple queues as needed • Liaise with Commissions Contracting & Licensing, Legal, and other departments • Achieve required transaction quality performance • Research and track documents and resolve service issues • Keep producers and uplines informed about product and processing guidelines • Guide producers in software usage and web initiatives • Resolve moderate to complex sales and operational inquiries related to product clarification and pending new business • Adhere to sales and product compliance policies and legal requirements • Monitor and assess processes, identify improvement areas, and eliminate operational waste • Perform other assigned functions, duties, and projects

🎯 Requirements

• Relevant experience considered in lieu of degree • Minimum of 1 year experience working in the insurance or financial services industry • Experience working in a service center, sales support team and/or other previous industry experience preferred • Successful completion of Life insurance related education such as LOMA or CLU coursework preferred • Basic understanding of F&G's structure and products/service offerings • Basic awareness and understanding of digital techniques, methods and tools • Ability to self-organize, set priorities, and manage workload • Understanding of basic data concepts • Risk awareness and understanding of risk mitigation strategies • Regular and punctual attendance • Minimal travel required (less than 10%)

🏖️ Benefits

• Flexible in-office, hybrid, and remote work arrangements • Employee-centric flexible environment • Reasonable accommodations for applicants and candidates with disabilities • Minimal travel required (less than 10%) • Equal opportunity employer

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