Annuity New Business Specialist II

🔥 16 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 1 day.
• Jobs at this company usually fill in 34 days.
• No salary listed.

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F&G

WebsiteLinkedInAll Job Openings

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

• Perform Annuity New Business Specialist functions with high productivity and accuracy • Handle complex situations and processes, including NY Reg 60 and Suitability • Suggest, create and/or update procedures and documentation with the team lead/manager • Liaise with producers, uplines, third-party administrators, Commissions Contracting & Licensing, Legal, and other departments • Achieve required phone and transaction performance • Research and track documents and resolve complex service issues • Provide back-up coverage for Team Leads or Senior Specialists, including work assignments, queue monitoring, and escalated situations • Mentor new employees and complete second reviews until quality expectations are achieved • Handle escalated service-related phone calls • Keep producers and uplines updated on product and processing guidelines • Guide producers in software usage and web initiatives • Resolve moderate to complex sales and operational inquiries involving product clarification, pending new business, supply needs, illustrations, and marketing administration • Perform other assigned functions, duties, and projects

🎯 Requirements

• AA or BA degree preferred • Relevant experience considered in lieu of degree • 3+ years of 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 • Ability to handle complex situations and processes, including NY Reg 60 and Suitability • Proficiency in digital techniques, methods, and tools used at F&G • Knowledge of the regulatory environment • Regular and punctual attendance

🏖️ Benefits

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

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