Annuities Client Support Specialist (46479)

West Des Moines Chamber of Commerce; West Des Moines (IA); On-site; USD 45,000 - 65,000; Full time

Job summary

West Des Moines Chamber of Commerce is seeking an Annuities Client Support Specialist to assist retirement planning clients with service, documentation, and proactive communication. The role acts as a liaison between clients, Retirement Planners, and financial institutions to ensure a seamless experience from meeting prep through follow-up and account servicing.

On-site position in West Des Moines, with responsibilities including meeting material preparation, client inquiries, coordination with

Qualifications

• Experience in financial services with annuity products.
• Strong attention to detail and accuracy in documentation.
• Excellent written and verbal communication with clients.

Responsibilities

• Prepare client meeting materials and post-appointment service requests.
• Be the primary contact for client questions and account needs.
• Coordinate documentation with custodians, carriers, and institutions.
• Build strong client relationships through proactive support.
• Ensure accuracy and proper documentation of activities and transactions.
• Collaborate with planners and internal teams to resolve issues.
• Provide guidance on retirement topics such as annuities and Social Security.

Skills

Financial services experience

Annuity products knowledge

Excellent verbal and written comms

Detail oriented

Customer service mindset

Education

Life & Health Insurance License

Job description

Annuities Client Support Specialist (46479)

We are seeking a detail-oriented Annuities Client Support Specialist to support retirement planning clients through exceptional service, accurate documentation, and proactive communication. This role serves as a key liaison between clients, Retirement Planners, and financial institutions, ensuring a seamless client experience from meeting preparation through follow-up and account servicing.

Work Model:

• On-Site

What You Will Do:

• Prepare client meeting materials and complete post-appointment service requests and transactions


• Serve as the primary point of contact for client questions and account-related needs


• Coordinate documentation and communicate with custodians, carriers, and financial institutions


• Build and maintain strong client relationships through personalized support and follow-through


• Ensure accuracy, compliance, and proper documentation of client activities and transactions


• Partner with planners, paraplanners, and internal teams to resolve issues and support client goals


• Provide guidance on retirement-related topics such as annuities, Medicare, Social Security, and RMDs

What You Will Need to Be Successful:

• Financial services experience, including annuity products, required


• Current Life & Health Insurance License required


• Strong attention to detail with a commitment to accuracy and follow-through


• Excellent verbal and written communication skills


• Customer-focused mindset with a high level of professionalism and empathy


• Organized, dependable, and able to manage multiple priorities effectively


• Commitment to ongoing learning and professional development