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Sr Operations Processor – Annuity New Business

Partner Company
$55,000–$64,000/yr
US

  • Manage annuity new business transactions from application intake to contract delivery, including processing standard and complex cases.
  • Serve as a peer resource, provide guidance, and contribute to workflow improvements and technology enhancements.
  • Communicate with Financial Professionals and business partners to resolve exceptions and maintain service standards.

Annuities Microsoft 365 Communication
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Senior Annuities Operations Associate

Ethos
$83,000–$147,000/yr
US

  • Collaborate with the sales team to decrease administrative workload and increase sales activities.
  • Process new annuity business including application submission, funding, and commissions.
  • Optimize CRM workflows and data entry processes to improve speed and efficiency.

Ethos is a leading life insurance technology company on a mission to protect families by democratizing access to life insurance and empowering agents at scale. The company is rapidly growing and values diversity, inclusion, and authenticity.

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Annuity Account Manager US Sales – Account Executive

Partner Company
US

  • Manage and grow relationships with third-party distribution partners to drive annuity sales and asset growth.
  • Serve as primary contact for partner firms, addressing product questions, operational needs, and relationship management.
  • Educate financial professionals on annuity products through presentations, training sessions, and meetings.

Our partner company is a financial services firm specializing in annuity products. They offer a fully remote work environment with a collaborative culture and professional growth opportunities.

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