Job Details

Job Description Summary

The primary responsibility of a New Business Representative is to support wholesalers, advisors, and clients with inquiries concerning newly submitted business, as well as discuss and explain existing annuity business across all distribution channels and products.New Business Operations also provides proactive and follow up outbound calls with advisors and clients. An associate in this position is expected to utilize various resources to assess a situation and determine an appropriate course of action.

Principal Responsibilities:
• Answers incoming phone calls regarding annuity products from wholesalers, advisors, and clients.
• Discuss all aspects of the annuity business by answering questions pertaining to multiple markets and product lines.
• Demonstrates consistent proactive communication with internal and external customers and partners.
• Stays current on procedures, corporate initiatives, annuity markets, and products to provide accurate and timely information.
• Responds promptly and calmly to changing events and new situations.
• Maintains professionalism during interactions with wholesalers, advisors, and clients.
• Utilizes comprehensive resources to provide a "white glove" service, including topics outside of the scope of New Business.
• Performs other duties as required.

Knowledge/Skills/Competencies:
• Series 6 designation (preferred)
• 3 or more years of customer service experience
• Superior customer service and communication skills
• Strong knowledge of the life insurance industry (preferred)
• Demonstrates problem-solving and organizational skills
• Ability to work well under the pressure of working against strict quality and performance guidelines