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Annuity New Business Specialist II

🔥 9 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

đźź  Senior

đź‘» Ghost score 10%

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Logo of F&G

F&G

501 - 1000 employees

Founded 1959

🛡️ Insurance

đź’¸ 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'.

đź“‹ 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 update procedures and documentation with the team lead or 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 • Serve as backup for Team Lead or Senior Specialist, 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 • Resolve problems and guide producers in software usage and web initiatives • Resolve moderate to complex sales and operational inquiries related to product clarification, pending new business, supply needs, illustrations, and marketing administration • Perform other functions, duties, and projects as assigned

🎯 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 • Regular and punctual attendance

🏖️ Benefits

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

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