Client Services - Annuity Specialist

Trajan Wealth LLC; United States; On-site; USD 52,000 - 64,000; Full time

Benefits offered by this job

401(k) matching up to 13%

Medical coverage

Dental & Vision

Disability & Life Insurance

Paid holidays & PTO

Job summary

Trajan Wealth LLC is seeking an on-site Client Services - Annuity Specialist to efficiently process new annuity contract openings from submission through funding. You will activate income riders and other riders per carrier requirements and handle withdrawals and systematic distributions.

The role requires an associates degree or higher, 2 years' experience in financial services with annuity processing preferred, and strong communication and customer service skills.

Qualifications

• Associates degree or higher.
• 2 years' experience in financial services; annuity or insurance processing strongly preferred.
• Excellent written and verbal communication skills.
• Excellent customer service skills.
• Detail oriented.
• Proficient in Microsoft Office suite primarily email, calendar and excel.

Responsibilities

• Process all new annuity contract opening applications from submission through funding.
• Activate and process income riders and other annuity benefit riders per carrier requirements.
• Perform annuity withdrawals and systematic distribution requests.
• Enter and update annuity account data and case status into CRM.
• Follow up and resolve annuity cases that are not in good order or require additional information from clients or carriers.
• Liaise with annuity carriers to track policy issue status and ensure timely completion of all pending annuity transactions.
• Manage the full annuity case lifecycle including 1035 exchanges, direct rollovers, and transfer of funds from existing accounts.
• Provide advisors and clients with annuity policy status updates and carrier communication support.

Skills

Customer service

Written and verbal communication

Attention to detail

Education

Associates degree or higher

Tools

Microsoft Office

Job description

Job purpose

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

The Client Services - Annuity Specialist is responsible for accurately and promptly processing all new annuity account contract opening applications from submission through funding.

Furthermore, the Client Services - Annuity Specialist will activate and process income riders and other annuity benefit riders per carrier requirements.

This is fully on-site.

Duties and responsibilities

• Accurately process all new annuity contract opening applications from submission through funding
• Activate and process income riders and other annuity benefit riders per carrier requirements
• Perform annuity withdrawals and systematic distribution requests.
• Accurately enter and update annuity account data and case status into CRM
• Follow up and resolve annuity cases that are not in good order or require additional information from clients or carriers
• Liaise with annuity carriers to track policy issue status and ensure timely completion of all pending annuity transactions
• Manage the full annuity case lifecycle including 1035 exchanges, direct rollovers, and transfer of funds from existing accounts
• Provide advisors and clients with annuity policy status updates and carrier communication support

Qualifications

• Associates degree or higher
• Preferred 2 years' experience in financial services; annuity or insurance application processing experience strongly preferred
• Excellent written and verbal communication skills
• Excellent customer service skills.
• Detailed oriented
• Proficient in Microsoft Office suite primarily email, calendar and excel

Benefits

• $58,000 per year base salary plus monthly production bonus
• Future career growth opportunity.
• 401(k) with a matching contribution up to 13%.
• United Healthcare PPO medical coverage for employees, paid by the company.
• Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.
• Generous holidays and PTO.

Come and join a team that is making a difference in their clients and employee's lives!