Annuities Client Support Specialist

Job Description

Job Description

We are seeking a detail-oriented Annuities Client Support Specialist to support retirement planning clients through exceptional service, accurate documentation, and proactive communication. This role serves as a key liaison between clients, Retirement Planners, and financial institutions, ensuring a seamless client experience from meeting preparation through follow-up and account servicing. Apply now!

Work Model:

• On-Site

What You Will Do:

• Prepare client meeting materials and complete post-appointment service requests and transactions
• Serve as the primary point of contact for client questions and account-related needs
• Coordinate documentation and communicate with custodians, carriers, and financial institutions
• Build and maintain strong client relationships through personalized support and follow-through
• Ensure accuracy, compliance, and proper documentation of client activities and transactions
• Partner with planners, paraplanners, and internal teams to resolve issues and support client goals
• Provide guidance on retirement-related topics such as annuities, Medicare, Social Security, and RMDs

• Financial services experience, including annuity products, required
• Current Life & Health Insurance License required
• Strong attention to detail with a commitment to accuracy and follow-through
• Excellent verbal and written communication skills
• Customer-focused mindset with a high level of professionalism and empathy
• Organized, dependable, and able to manage multiple priorities effectively
• Commitment to ongoing learning and professional development

Benefits Overview:

• Health, dental, and vision insurance
• Life and long-term disability insurance
• 401K
• PTO
• $55,000 – $65,000 per Year

Interested and qualified candidates can contact Jess Jones at View phone number on ziprecruiter.com or email View email address on ziprecruiter.com.

#ZR

Searching for a job can be difficult, and finding the right fit is even harder. Each year, we help thousands of job seekers navigate a changing employment landscape by connecting them with opportunities that align with their skills, goals, and values. Since 1998, we’ve supported individuals across a range of industries by offering career opportunities in full-time, part-time, temp-to-hire, and contract roles.

From entry-level positions to professional and executive-level openings, we work with companies of all sizes, including local employers and nationally recognized brands, to place qualified talent where they’re needed most. Whether you're looking to gain experience or take the next step in your career, we’re here to help you grow your career with confidence. At the heart of our work is a commitment to building lasting relationships based on trust and shared success with every job seeker we serve.

Our experienced team of recruiters is dedicated to delivering personalized support at every stage of the job search—from resume feedback and interview coaching to honest, timely communication. To learn more, visit our website: thepalmergroup.com.

Company Description

Searching for a job can be difficult, and finding the right fit is even harder. Each year, we help thousands of job seekers navigate a changing employment landscape by connecting them with opportunities that align with their skills, goals, and values. Since 1998, we’ve supported individuals across a range of industries by offering career opportunities in full-time, part-time, temp-to-hire, and contract roles. \r\n\r\nFrom entry-level positions to professional and executive-level openings, we work with companies of all sizes, including local employers and nationally recognized brands, to place qualified talent where they’re needed most. Whether you're looking to gain experience or take the next step in your career, we’re here to help you grow your career with confidence. At the heart of our work is a commitment to building lasting relationships based on trust and shared success with every job seeker we serve. \r\n\r\nOur experienced team of recruiters is dedicated to delivering personalized support at every stage of the job search—from resume feedback and interview coaching to honest, timely communication. To learn more, visit our website: thepalmergroup.com.