Financial Services Representative

• Training: In-person for the first 3 weeks, Monday–Friday, 8:30 AM – 5:00 PM

• Post-Training: Hybrid schedule with 2 days onsite / 3 days remote

• Regular Hours: 9:30 AM – 6:00 PM EST (±30 minutes), Monday–Friday

• Overtime: May be required based on business needs

Role Overview
As a Financial Services Representative within the client's Annuity New Business Underwriting Team, you will review and process new annuity contracts, ensure applications meet good-order and underwriting requirements, and prepare and send Letter of Acceptance (LOA) packets. This role supports fixed, fixed indexed, and variable annuity products in a high-volume, fast-paced environment while meeting established service-level agreements.

Key Responsibilities:

• Review annuity new business applications for good-order and underwriting requirements
• Accurately key and issue new annuity contracts within established timelines
• Prepare and distribute LOA packets
• Communicate effectively via email and phone with internal business partners
• Collaborate closely with underwriting, operations, and other internal teams
• Maintain consistency, accuracy, and quality across all assigned work
• Identify and resolve routine issues using basic problem-solving techniques

Qualifications

Education:

• High school diploma or equivalent required
• Recent degree in finance, business, insurance, economics, or communications preferred