Client Services - New Business - Annuity Specialist

Job Description

Job Description

Job purposeWith 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 responsibilitiesAccurately process all new annuity contract opening applications from submission through fundingActivate and process income riders and other annuity benefit riders per carrier requirementsPerform annuity withdrawals and systematic distribution requests.Accurately enter and update annuity account data and case status into CRMFollow up and resolve annuity cases that are not in good order or require additional information from clients or carriersLiaise with annuity carriers to track policy issue status and ensure timely completion of all pending annuity transactionsManage the full annuity case lifecycle including 1035 exchanges, direct rollovers, and transfer of funds from existing accountsProvide advisors and clients with annuity policy status updates and carrier communication supportQualificationsAssociates degree or higherPreferred 2 years' experience in financial services; annuity or insurance application processing experience strongly preferredExcellent written and verbal communication skillsExcellent customer service skills.Detailed orientedProficient 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!