Client Services - New Business - Annuity Specialist

Trajan Wealth LLC; Scottsdale (AZ); On-site; USD 58,000 - 60,000; Full time

Benefits offered by this job

Salary bonus

401(k) match

Health insurance

Dental and vision

Disability insurance

Life insurance

Paid time off

Holidays

Job summary

Trajan Wealth LLC is seeking a Client Services - Annuity Specialist to accurately process new annuity account applications from submission to funding. You will activate income riders per carrier requirements and manage withdrawals and rider requests.

The role is fully on-site in Scottsdale, with opportunities to liaise with carriers and support advisors and clients with status updates. Strong communication and Excel skills are essential.

Qualifications

• Associates degree or higher required.
• Preferred 2 years' experience in financial services; annuity or insurance processing experience 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 needing additional information from clients or carriers.
• Liaise with annuity carriers to track policy issue status and ensure timely completion of all transactions.
• Manage the full annuity case lifecycle including 1035 exchanges, direct rollovers, and transfer of funds.

Skills

Written communication

Verbal communication

Customer service

Detail oriented

Microsoft Office

Education

Associates degree or higher

Tools

Microsoft Office Suite

Job description

About Trajan Wealth

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 - $60,000 per year base salary plus monthly production bonus ($1000 monthly average)


• 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!