Annuity Representative

5 days ago

Montpelier, United States National Life Group Full time

Join Our Cause Do Good, Be good, Make Good

For more than 170 years, National Life Group ("NLG") has kept our promises to provide families stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

As a mission-driven business, the cause of what we do is as important as the products we sell, and our cause is a very simple one, directed at the people who live and work on America's Main Streets: to "Do Good" in our communities and with the individual families we serve. We've been focused on creating a better future for our customers and employees since the beginning.Come be a part of shaping the future together with us."

Annuity Transfer Specialist

The Opportunity to Make a Difference

OurAnnuity Transfer Specialists deliver a superior customer experience to the distribution channels-agent or agencies-by ensuring transfers and replacements for life insurance and annuity products are processed accurately and in a timely manner. You will delight our customers by providing information, helping to resolve transfer/replacement issues, and by collaborating with the team to reach our full potential and achieve results. Ultimately, you will be an active and engaged member of a team dedicated to bringing peace of mind to all we serve.

A typical day finds the Annuity Transfer Specialist processing in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone and email. You will be a liaison with the producing agent(s)/agency throughout the life cycle of each transfer/replacement. We encourage and provide professional and personal development opportunities in between handling your daily work with various courses and seminars through our very own NL University. In addition, you will be part of a small, but mighty, work-family working toward our annual goals and developing yourself and teammates along the way...and all for a common Cause

Successful Candidates We're Seeking

  • You have 2+ years of professional work experience interacting with customers
  • You are passionate about working for a company with a cause-driven culture
  • A college degree is not required, but it is preferred.Ultimately, we value high quality skills, experience and a winning attitude as much as an earned degree
  • You must be able to successfully pass a background check
The Skills to Succeed
  • You are great with people and not afraid to lead
  • You enjoy delighting customers with exceptional service
  • You are an excellent communicator, with strong listening skills
  • You are strong with solving problems and enjoy working in a collaborative team
  • You thrive in a fast paced environment and are computer savvy (web searches, MS Office and Mainframes)You have a curious mindset and the courage to respectfully assert your opinions
  • You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuous improvement and change
  • You don't mind following a defined process to achieve repeatable, consistent business results with a minimum of variation
  • You are flexible to roll with change that occurs with a rapidly growing company
What You'll Find at National Life Group
  • Competitive pay and outstanding health, wellness and insurance benefits
  • Genuine opportunities for growth and career advancement
  • Fun collaborative, team-based environment
  • Paid training and development through NL University
  • Over $5k in annual tuition reimbursement, includingfull tuition sponsorshipfor completing your undergraduate and graduate degrees with Ashford University
  • Paid time off and holidays
  • 40 hours of paid community service hours annually
  • Flexible options to work part-time or work remotely on select days
  • Onsite fitness center
  • A culture committed to inclusion and diversity


We've been keeping our promise to our people, customers, community and environment since 1848. Come join our cause

The base compensation range represents the low and high end of the compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package, which includes a 401(k) retirement plan match, medical, dental, and vision insurance, paid holidays, and a generous paid time off plan, as well as other benefits.

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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