Annuity Guest Member Specialist (Charlotte, NC (Hybrid) or Remote)

Brighthouse Financial, Inc.; Charlotte (NC); Híbrido; USD 68.000 - 78.000; Tempo integral

Benefícios oferecidos por esta vaga

Base salary

Flexible work environment

Paid time off

401(k) match + company contributions

Health, vision, dental + HSA

Paid parental leave & family support

Life and disability insurance

Resumo da vaga

Brighthouse Financial, Inc. is seeking an Annuity Guest Member Specialist in Charlotte, NC (Hybrid) or Remote to provide dedicated service for annuity professionals.

You’ll align with a Divisional Sales Manager, work with internal/external wholesalers, and manage life-cycle processes for new business tickets. You will collaborate with wholesalers and advisors, ensuring timely updates, thorough documentation, and efficient completion of applications, while leveraging Salesforce and other

Qualificações

• 3+ years experience in the annuity industry, new business preferred.
• Exceptional customer service and relationship management skills, with a commitment to delivering an exceptional advisor experience; Advisor-service mindset.
• Excellent verbal and written communication skills, including a strong phone presence and ability to communicate clearly and professionally.
• Exceptional attention to detail and organization skills.
• A sense of urgency and the ability to manage multiple priorities while meeting tight timelines in a high-pressure environment.
• Ability to work independently and collaborate in a team environment.
• Ability to maintain a thorough knowledge of existing, new, and enhanced annuity products.
• Experience utilizing CRM systems and servicing platforms. Salesforce experience preferred. Knowledge of AWD, WMA, and nbA is a plus.

Responsabilidades

• Provide dedicated service and relationship support to new financial professionals throughout the life cycle of an annuity new business ticket.
• Serve as a point of contact, delivering timely, clear, and concise updates to wholesalers and financial professionals regarding annuity business, contract servicing requests, and issue resolution.
• Partner with wholesalers, financial professionals, and internal business partners to obtain outstanding requirements and facilitate the completion of new applications.
• Take full ownership and accountability of each annuity new business ticket through to completion.
• Proactively build and maintain relationships with advisors, delivering an exceptional service experience and identifying opportunities to provide additional value.
• Support our distribution team’s most important financial professionals through direct partnership with our Third-Party vendor, DXC.
• Provide servicing and problem resolution for enforced contracts.
• Leverage CRM tools (e.g., Salesforce) and servicing platforms (e.g., AWD, WMA, nbA) to ensure timely follow-up and resolution.

Conhecimentos

Customer service

Relationship management

Communication

Attention to detail

Time management

Team collaboration

Formação

Bachelor's degree preferred

Ferramentas

Salesforce

AWD

WMA

nbA

Descrição da vaga

Annuity Guest Member Specialist (Charlotte, NC (Hybrid) or Remote)

Where you’ll work:

Our flexible, hybrid work model offers the option to work remotely or in the office.

How you’ll contribute:

As a Guest Member Specialist, you will be directly aligned to a Divisional Sales Manager and their Internal and External Wholesalers to provide dedicated service for Brighthouse Financial’s annuity financial professionals. This role will predominantly focus on annuity new business and will be within Enterprise Operations, but strongly partner with the distribution organization.

In this role, you’ll get to:

• Provide dedicated service and relationship support to new financial professionals throughout the life cycle of an annuity new business ticket.
• Serve as a point of contact, delivering timely, clear, and concise updates to wholesalers and financial professionals regarding annuity business, contract servicing requests, and issue resolution.
• Partner with wholesalers, financial professionals, and internal business partners (e.g., Legal, Correspondence) to obtain outstanding requirements and facilitate the completion of new applications.
• Take full ownership and accountability of each annuity new business ticket through to completion.
• Proactively build and maintain relationships with advisors, delivering an exceptional service experience and identifying opportunities to provide additional value.
• Support our distribution team’s most important financial professionals through direct partnership with our Third-Party vendor, DXC.
• Provide servicing and problem resolution for enforced contracts.
• Leverage CRM tools (e.g., Salesforce) and servicing platforms (e.g., AWD, WMA, nbA) to ensure timely follow-up and resolution.
• Other duties as assigned.

We’re looking for people who have:

• 3+ years experience in the annuity industry, new business preferred.
• Exceptional customer service and relationship management skills, with a commitment to delivering an exceptional advisor experience; Advisor-service mindset.
• Excellent verbal and written communication skills, including a strong phone presence and ability to communicate clearly and professionally.
• Exceptional attention to detail and organization skills.
• A sense of urgency and the ability to manage multiple priorities while meeting tight timelines in a high-pressure environment.
• Ability to work independently and collaborate in a team environment.
• Ability to maintain a thorough knowledge of existing, new, and enhanced annuity products.
• Experience utilizing CRM systems and servicing platforms.
  • Salesforce experience preferred. Knowledge of AWD, WMA, and nbA is a plus.
• Bachelor's degree preferred.
• Valid FINRA SIE, Series 6 and 63 license preferred.

Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you.

What you’ll receive:

• Compensation –Base salary ranging from $68,000 to $78,000 plus competitive performance-based incentives determined by company and individual results.
• Flexible Work Environment –Work remotely or in the office to better thrive in all areas of life.
• Paid Time Off –Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Financial Health –Work toward achieving your financial goals through our401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), and financial counseling services.
• Health and Wellness –Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Family Support –Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Life and Disability Support –Gain access to company-paid basic life insurance and short-term disability insurance.

Number of Openings:

4

The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.

We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.

We’re one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition as one of the Healthiest Employers of Greater Charlotte.

*Ranked by 2025 admitted assets. Best’s Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2026.

Brighthouse Financial is a proud equal opportunity/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is Brighthouse Financial's policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.