Zionsville, IN30+ days ago
How Youll Contribute: • Process and review new business annuity applications to issue the business accurately and in a timely manner • Accurately enter data into the system, suitability reviews, manage those not in good order (NIGO) and resolve outstanding issues with agents • Learning, retaining, and updating ones knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations • Assist with processing other types of maintenance and withdrawal transactions as needed • Provide information regarding contract values, contract status updates, withdrawals, fund performance, outstanding issue requirements, 1035 exchanges, IRA and Qualified Plan transfers and rollovers, agent licensing, and commissions for new business • Support both Agent/Advisors and Clients with all new business operations • Assist in special projects as needed. What Were Looking For: High School Diploma or GED equivalent required, Bachelors Degree preferred 3+ years of operational/customer service or processing experience or a combination is required Strong verbal and written communication skills Strong problem-solving skills and experience working in a fast-paced environment Prior experience in financial services knowledge of the annuity market, with specific focus on the fixed, fixed indexed and variable annuities is preferred.