About Legend
Legend Financial Marketing Services is a leading insurance marketing organization specializing in life and annuity distribution. We provide agents and advisors with the tools, operational support, and expertise needed to grow their businesses efficiently.
Our Operations team plays a critical role in moving applications from submission through issue and funding with accuracy, urgency, and a high standard of service.
The Role
We are seeking an experienced Senior Annuity New Business Manager to take ownership of annuity applications from initial review through issue and funding.
This is not a data-entry position. The person in this role will actively manage a high-volume pipeline, work directly with agents and carriers, resolve processing issues, and ensure cases continue moving toward completion.
The Senior Annuity New Business Manager will also serve as a primary resource for pending-business questions and as the escalation point for FireLight troubleshooting and administrative support.
Key Responsibilities
- Manage annuity applications from initial review through issue and funding.
- Review applications for accuracy, completeness, and submission readiness.
- Confirm licensing, carrier appointments, contracting, product training, and applicable suitability or best-interest requirements.
- Proactively monitor cases and identify delays, risks, or missing information.
- Work directly with agents, carriers, Sales Assistants, and internal departments to resolve outstanding requirements.
- Resolve NIGO, suitability, compliance, licensing, contracting, and processing issues.
- Provide clear and accurate case-status updates.
- Research and resolve complex pending-business questions.
- Troubleshoot FireLight application and processing issues.
- Provide administrative support related to FireLight access, workflows, and application status.
- Maintain complete and accurate case records in company systems.
- Monitor pending-business reports, case aging, issue rates, placement time, and outstanding requirements.
- Identify workflow problems and recommend process improvements.
- Assist with procedures, training materials, audits, reporting, and special projects.
Qualifications
- Five or more years of annuity new business or case-management experience preferred.
- Five or more years of FireLight or electronic application-processing experience preferred.
- Strong understanding of annuity application workflows and carrier processes.
- Knowledge of licensing, contracting, carrier appointments, product training, suitability, and best-interest requirements.
- Ability to manage a high-volume pipeline and competing priorities.
- Strong problem-solving, research, communication, and follow-up skills.
- Excellent attention to detail and organizational ability.
- Experience working directly with insurance carriers and financial professionals.
- Experience using CRM and electronic application platforms.
- FireLight experience strongly preferred.
- DriveIT or comparable insurance CRM experience preferred.
- Proficiency with Microsoft Outlook, Word, Excel, and related business applications.
- Ability to work independently, take ownership, and maintain accountability.
- Bilingual English and Spanish skills are a plus.
Pay: $52,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Parental leave
- Professional development assistance
- Relocation assistance
- Vision insurance
Work Location: In person
