Client Services - Annuity Specialist

Job purpose

With 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 responsibilities

• Accurately process all new annuity contract opening applications from submission through funding
• Activate and process income riders and other annuity benefit riders per carrier requirements
• Perform annuity withdrawals and systematic distribution requests.
• Accurately enter and update annuity account data and case status into CRM
• Follow up and resolve annuity cases that are not in good order or require additional information from clients or carriers
• Liaise with annuity carriers to track policy issue status and ensure timely completion of all pending annuity transactions
• Manage the full annuity case lifecycle including 1035 exchanges, direct rollovers, and transfer of funds from existing accounts
• Provide advisors and clients with annuity policy status updates and carrier communication support

Qualifications

• Associates degree or higher
• Preferred 2 years' experience in financial services; annuity or insurance application processing experience strongly preferred
• Excellent written and verbal communication skills
• Excellent customer service skills.
• Detailed oriented
• Proficient 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!