Financial Services Representative
$19 per hourTailored Management Services
Financial Services Representative - Annuity New Business
A leading Fortune 500 insurance and financial services company headquartered in Columbus, Ohio is hiring. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join our client's team!
Pay Rate: $19 per hour, paid weekly
Location of Assignment: Grandview Heights, 1000 Yard Street, Columbus, OH
Training: In-person for the first 3 weeks, MondayFriday, 8:30 AM 5:00 PM
Post-Training: Hybrid schedule with 2 days onsite / 3 days remote
Regular Hours: 9:30 AM 6:00 PM EST (30 minutes), MondayFriday
Overtime: May be required based on business needs
Target Start Date: 07/27/2026, upon completion of new hire onboarding
Role Overview: As a Financial Services Representative within the client's Annuity New Business Underwriting Team, you will review and process new annuity contracts, ensure applications meet good-order and underwriting requirements, and prepare and send Letter of Acceptance (LOA) packets. This role supports fixed, fixed indexed, and variable annuity products in a high-volume, fast-paced environment while meeting established service-level agreements.
Key Responsibilities:
- Review annuity new business applications for good-order and underwriting requirements
- Accurately key and issue new annuity contracts within established timelines
- Prepare and distribute LOA packets
- Communicate effectively via email and phone with internal business partners
- Collaborate closely with underwriting, operations, and other internal teams
- Maintain consistency, accuracy, and quality across all assigned work
- Identify and resolve routine issues using basic problem-solving techniques
Qualifications:
Education: High school diploma or equivalent required. Recent degree in finance, business, insurance, economics, or communications preferred.
Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
Tailored Management ServicesVacancy posted 1 day ago
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