Annuities Client Support Specialist (46479)

Job Description

We are seeking a detail-oriented Annuities Client Support Specialist to support retirement planning clients through exceptional service, accurate documentation, and proactive communication. This role serves as a key liaison between clients, Retirement Planners, and financial institutions, ensuring a seamless client experience from meeting preparation through follow-up and account servicing. Apply now!

Work Model:

-On-Site

What You Will Do:

-Prepare client meeting materials and complete post-appointment service requests and transactions
-Serve as the primary point of contact for client questions and account-related needs
-Coordinate documentation and communicate with custodians, carriers, and financial institutions
-Build and maintain strong client relationships through personalized support and follow-through
-Ensure accuracy, compliance, and proper documentation of client activities and transactions
-Partner with planners, paraplanners, and internal teams to resolve issues and support client goals
-Provide guidance on retirement-related topics such as annuities, Medicare, Social Security, and RMDs

What You Will Need to Be Successful:

-Financial services experience, including annuity products, required
-Current Life & Health Insurance License required
-Strong attention to detail with a commitment to accuracy and follow-through
-Excellent verbal and written communication skills
-Customer-focused mindset with a high level of professionalism and empathy
-Organized, dependable, and able to manage multiple priorities effectively
-Commitment to ongoing learning and professional development

Benefits Overview:

-Health, dental, and vision insurance
-Life and long-term disability insurance
-401K
-PTO
-$55,000 – $65,000 per Year