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.
This company provides financial services and insurance operations, specializing in annuity new business processing. They offer a fully remote work environment and value accuracy, compliance, and collaboration.
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.
Engage inbound and outbound leads to qualify interest in annuity products
Conduct discovery calls to understand financial situations and goals
Set qualified appointments for Annuity Sales Representatives
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 dedicated to building a diverse, inclusive and authentic workplace.
Build and maintain strong relationships with Independent Marketing Organization (IMO) partners to drive annuity sales growth.
Serve as a trusted advisor and external representative, conducting client meetings and presentations.
Manage territory priorities, analyze market trends, and collaborate with internal teams to achieve sales objectives.
The company specializes in retirement and insurance solutions, focusing on building strategic partnerships within the annuity market. The culture emphasizes collaboration, autonomy, and professional growth, with a supportive team environment.
Support existing IMOs and establish strong working relationships with internal constituencies.
Manage escalations, maintain knowledge of the annuity market, and partner on strategic initiatives.
Travel extensively and possess strong customer service, communication, and presentation skills.
Group 1001 is a consumer-centric, technology-driven family of insurance companies focused on delivering outstanding value and operational performance. The company emphasizes collaboration, communication, and risk management, with a culture that values diversity and employee well-being.
Serve as the first point of contact for prospective customers via phone.
Use a consultative sales approach to guide customers through the application process.
Continuously improve your performance in a metrics-driven environment, directly impacting your earnings.
Zinnia is the leading technology platform for accelerating life and annuities growth. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, and over 2 million policyholders, with a culture driven by core values: be bold, team up, deliver value.
Lead, coach, and mentor a remote sales team to achieve high performance.
Engage with clients via virtual consultations to explain benefits and coverage.
Work with qualified company-provided leads to drive business growth.
Our partner company provides benefits and insurance solutions to clients across the United States through virtual consultations. They foster a positive, accountable, and high-performing culture with a strong emphasis on leadership development and professional growth.