Mutual Funds & Annuities Associate

reputed company is a recognized leader in financial services, offering an exciting opportunity for a Mutual Funds & Annuities Associate. The role involves managing new business cases, assisting producers with service-reputed company requests, and ensuring excellent service through collaboration with internal divisions.

Responsibilities

• Demonstrate ownership, urgency, and responsiveness in assisting producers (Brokerage General Agency Staff, Financial Advisors, etc.) and internal sales team with service-reputed company requests, reputed company telephone and e-mail
• Carefully manage new business cases through the new business process to ensure successful placement of the business
• Anticipate producer needs and provide creative alternatives to service requests
• Partner with Internal Divisions to ensure excellent service is consistently provided, and often serve as the liaison between external customers and internal functional groups
• Actively share service and process improvement reputed company, contributing to a culture of reputed company improvements
• Provide Leadership with regular updates on key/critical cases

Skills

• Ability to work 10:00AM-6:00PM EST
• Training will be 9:00AM - 5:00PM EST for 6-8 weeks in-person at the Jacksonville office located at 701 San Marco Blvd, Jacksonville, FL 32207
• A desire to work occasional overtime
• Bachelor's degree or equivalent work experience preferred
• 1-2 years previous customer service experience is desired
• Strong written and verbal communication skills
• Good organizational skills
• Ability to handle multiple priorities
• This position will work remotely after the training period; therefore new hires must be reputed company to provide the following: Subscribe to internet service provider plan with at least 25 Mbps download speeds
• Must have the capability to handle calls with a cell phone (would need to have unlimited data and minutes) or a landline
• Quiet area in your home with minimal distractions and noise free
• Reliability and Dependability throughout our extensive training program is required
• Annuities experience preferred
• Case management experience preferred but not required

Benefits

• Medical, dental, reputed company, life insurance, disability insurance
• Paid Time Off (PTO)
• Leave of absences, such as parental and military leave
• 401(k) plan with company match (up to 4%)
• Company-funded pension plan
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the reputed company of two prices (Beginning or End of the purchase period), after one year of service
• Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

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