Annuity Product Representative

Insight Global; Montgomery (OH); Hybrid; USD 27,552 - 31,684; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A staffing and consulting firm is seeking an Annuity Product Representative in the Cincinnati, Ohio area. This full-time role involves providing customer service for annuity products, processing trade requests, and helping clients via phone and email. Candidates should have 2+ years in a call center, strong organizational skills, and experience in financial services. Initial training will be on-site in Blue Ash, moving to remote work thereafter.

Qualifications

• 2+ years experience in a call center environment.
• Willing to obtain a Series 6 license within 1 year.
• Experience in banking, life insurance, or annuities.

Responsibilities

• Provide education and customer service on annuity products.
• Process trade requests and other buy/sell orders.
• Communicate with internal departments to assist customers.

Skills

Customer service experience

Organizational skills

Multi-tasking ability

Experience in financial services

Education

Associate’s Degree or Bachelor’s Degree

Tools

MS Teams

MS Outlook

Job description

Insight Global is looking for an Annuity Product Representative in the Cincinnati, Ohio area. The Representative will serve as the primary point of contact for providing reactive annuity product support for clients and financial professionals via phone and email communication. The Representative will be thoroughly trained, starting the first 8 to 12 weeks on‑site at the client’s Blue Ash location (then will be fully remote). They will start with taking very basic calls and ultimately transferring the majority of calls until they finish the training program.

This includes, but is not limited to:

• Providing education and customer service on the client’s full portfolio of annuity products and riders
• Taking and processing trade requests as well as taking other buy/sell orders in a timely/accurate manner
• Professionally communicating with a large array of internal departments in order to assist the external customers

Required Skills and Experience

• Must have 2+ years experience in a call center environment
• Experience navigating systems and utilizing MS Teams and MS Outlook
• Strong organizational skills and ability to multi‑task
• Must be willing to obtain a Series 6 license within 1 year of employment
• Must have experience in financial services, banking, life insurance, or annuities

Nice to Have Skills and Experience

• Exposure to annuities
• Exposure to qualified and unqualified money
• Currently possess a Series 6 or 7 license
• Associate’s Degree or Bachelor’s Degree

Base Pay Range

$20.00/hr - $23.00/hr

Location

Cincinnati, Ohio – Start on-site at Blue Ash, then fully remote

Employment Type

Full‑time

Job Function

Customer Service

Benefits

• Medical insurance
• Vision insurance
• 401(k)