Annuity Care Operations Specialist

1 week ago


St Petersburg, United States Raymond James Financial Services Full time
About the Role

We are seeking a highly skilled Annuity Care Operations Specialist to join our team at Raymond James Financial Services.

As an Annuity Care Operations Specialist, you will play a critical role in supporting the processing of annuity applications submitted by financial advisors/agents. Your responsibilities will include reviewing applications for completeness, obtaining necessary suitability approvals, and ensuring all requirements are met for good order submissions to insurance companies.

Key Responsibilities
  • Perform initial reviews of annuity applications and requirements
  • Enter applications into the database in a timely manner
  • Prioritize application processing based on approaching deadlines
  • Verify agent licensing, appointments, and product training for business submitted
  • Input requirements into the database and review for accuracy
  • Submit good order applications to insurance carriers
  • Follow up with financial advisors/agents until processing requirements are completed
  • Respond to requests from financial advisors and insurance companies
Requirements

To be successful in this role, you will need:

  • A high school diploma or equivalent and a minimum of one year of experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service
Work Environment

This is a full-time position working a standard day shift with no travel required. You will be based in our St. Petersburg office, working closely with other members of the team.

Compensation

The estimated salary for this position is between $50,000 - $65,000 per annum, depending on experience and qualifications.



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