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Annuity Specialist

2 months ago

Durham, United States Insight Global Full time

Job Title: Annuity Specialist

Location: Durham, NC – 3 days onsite/week (Tues-Thurs)

Openings: 1

Must Haves:

  • Must have Annuity and Qualified Plan experience or comparable insurance sales/financial services experience.
  • Clear and concise verbal and written communication skills.
  • Ability to thrive in a team environment and maintain positive energy in the face of adversity.
  • Strong PC skills including all Microsoft Office Software.
  • Demonstrate dependability and reliability.
  • Experience working on multiple projects at once.
  • Exceptional attention to detail.

Pluses:

  • NC Life License.

Day-to-Day:

The Annuity Specialist is responsible for our distribution partner’s experiences and satisfaction with our organization. This role requires individuals to build positive, effective, and quality relationships that inspire producers to do business with our company. The right person for this role will have a strong work ethic, be a quick learner, expert communication skills, an energetic personality, and enjoy working with others.


  • Manage all correspondence with distribution partners pertaining to sales & service.
  • Respond quickly and effectively when a need is presented from a partner. Handles all requests to completion only involving other departments when necessary or with escalated issues. Follow up on issues until resolution.
  • Maintain detailed knowledge of all products and current knowledge of all operational procedures including business rules.
  • Maintain working knowledge of Qualified/IRA rules and how they apply to Annuities.
  • Build lasting relationships with distribution partners and provide a personalized experience to all producers.
  • Provide technical assistance to producers and organizations with onboarding portal, illustration system, and e-application.
  • Be an active participant in analyzing products, services, and business processes to ensure partners satisfaction. Propose solutions that will benefit all parties.
  • Actively promote products and services.
  • Be an agent of change promoting our digital platforms both internally and externally.
  • Maintain open lines of communication with management regarding developments within areas of assigned responsibilities and perform special projects as requested.
  • Communicate and interact respectfully and professionally with all partners, coworkers, management, and customers.