Remote Annuity Guest Member Specialist

Brighthouse Financial, Inc.; Charlotte (NC); Hybrid; USD 68,000 - 78,000; Full time

Benefits offered by this job

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

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Customer service

Relationship management

Communication

Attention to detail

Time management

Team collaboration

Education

Bachelor's degree preferred

Tools

Salesforce

AWD

WMA

nbA

Job description

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