Operations Associate - Annuity Specialist

Aspida; Durham (NC); On-site; USD 50,000 - 80,000; Full time

Job summary

Join a dynamic team at an innovative firm focused on providing retirement and reinsurance solutions. As an Annuity Specialist, you will play a crucial role in managing relationships with distribution partners, ensuring their satisfaction, and promoting Aspida's products and services. This position requires strong communication skills, a proactive approach to problem-solving, and the ability to thrive in a collaborative environment. With a commitment to diversity and inclusion, this company fosters a culture where every team member can contribute to building a brighter financial future for clients. If you are passionate about making a difference and enjoy working with others, this opportunity is perfect for you.

Benefits

Full Benefits Package

Flexible Work Hours

Qualifications

• Must possess NC Life License and experience in Annuity and Qualified Plans.
• Strong communication skills and ability to thrive in a team environment.

Responsibilities

• Manage correspondence with distribution partners and ensure their satisfaction.
• Build lasting relationships and provide personalized experiences to producers.

Skills

Communication Skills

Relationship Management

PC Skills

Team Collaboration

Attention to Detail

Education

NC Life License

Experience in Annuity and Qualified Plans

Tools

Microsoft Office

Aspida Onboarding Portal

Illustration System

Job description

Description

Company Description:

Aspida Holdings Ltd., through its subsidiaries (collectively “Aspida”), is focused on providing retirement and reinsurance solutions, having operations in the U.S. and Bermuda with total assets of $16.6 billion as of June 30, 2024. Aspida, through its U.S. platform – Aspida Life Insurance Company – is focused on leveraging technology and agility to help clients achieve – and protect – their dreams. Its Bermuda-based reinsurance platform, Aspida Life Re, is focused on providing efficient and secure life and annuity reinsurance solutions. Aspida seeks to be a trusted partner in its clients’ financial security while driving its growth by doing good for the communities it serves. Aspida is backed by Ares Management Corporation, which, through the Ares Insurance Solutions team, provides dedicated investment management, capital solutions and corporate development support. For more information, please visit aspida.com or follow them on LinkedIn, Facebook.

Who We Are:

Sometimes, a group of people come together and create something amazing. They don’t let egos get in the way. They don’t settle for the status quo, and they don’t complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That’s the culture, the moxie, and the story of Aspida.

Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that’s why we’re doing things differently than everyone else in our industry. We’re dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers.

What We Are Looking For:

The Annuity Specialist is responsible for our distribution partner’s experiences and satisfaction with our organization. This role requires individuals to build positive, effective, and quality relationships that inspire producers to do business with Aspida. The right person for this role will have a strong work ethic, be a quick learner, possess expert communication skills, have an energetic personality, and enjoy working with others. This role reports to the Operations Manager and is required to be onsite 3 days a week at our Durham, NC headquarters.

What You Will Do:

• Manage all correspondence with distribution partners pertaining to sales & service.
• Respond quickly and effectively when a need is presented from a partner. Handle all requests to completion only involving other departments when necessary or with escalated issues. Follow up on issues until resolution.
• Maintain detailed knowledge of all products and current knowledge of all operational procedures including business rules.
• Maintain working knowledge of Qualified/IRA rules and how they apply to Annuities.
• Build lasting relationships with distribution partners and provide a personalized experience to all producers of Aspida.
• Provide technical assistance to producers and organizations with Aspida onboarding portal, illustration system, and e-application.
• Be an active participant in analyzing products, services, and business processes to ensure partner satisfaction. Propose solutions that will benefit all parties.
• Actively promote Aspida products and services.
• Be an agent of change promoting our digital platforms both internally and externally.
• Maintain open lines of communication with management regarding developments within areas of assigned responsibilities and perform special projects as requested.
• Communicate and interact respectfully and professionally with all partners, coworkers, management, and customers.

What We Provide:

• Hourly, DOE
• Full-Time
• Full Benefits Package Available

What We Believe:

At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items.

What We Require:

• Must have NC Life License.
• Must have Annuity and Qualified Plan experience or comparable insurance sales/financial services experience.
• Clear and concise verbal and written communication skills.
• Ability to thrive in a team environment and maintain positive energy in the face of adversity.
• Strong PC skills including all Microsoft Office Software.
• Demonstrate dependability and reliability.
• Strong, empathetic leader.
• Experience working on multiple projects at once.
• Exceptional attention to detail.