Job purpose
With over $3 billion in assets under management and advisement, Trajan Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.
What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
Role Overview
The Client Services - Annuity Specialist is responsible for accurately and promptly processing all new annuity account contract opening applications from submission through funding.
Furthermore, the Client Services - Annuity Specialist will activate and process income riders and other annuity benefit riders per carrier requirements.
This is fully on-site.
Duties and responsibilities
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Accurately process all new annuity contract opening applications from submission through funding
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Activate and process income riders and other annuity benefit riders per carrier requirements
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Perform annuity withdrawals and systematic distribution requests.
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Accurately enter and update annuity account data and case status into CRM
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Follow up and resolve annuity cases that are not in good order or require additional information from clients or carriers
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Liaise with annuity carriers to track policy issue status and ensure timely completion of all pending annuity transactions
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Manage the full annuity case lifecycle including 1035 exchanges, direct rollovers, and transfer of funds from existing accounts
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Provide advisors and clients with annuity policy status updates and carrier communication support
Qualifications
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Associates degree or higher
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Preferred 2 years' experience in financial services; annuity or insurance application processing experience strongly preferred
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Excellent written and verbal communication skills
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Excellent customer service skills.
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Detailed oriented
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Proficient in Microsoft Office suite primarily email, calendar and excel
Benefits
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$58,000 per year base salary plus monthly production bonus
- Future career growth opportunity.
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401(k) with a matching contribution up to 13%.
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United Healthcare PPO medical coverage for employees, paid by the company.
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Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.
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Generous holidays and PTO.
Come and join a team that is making a difference in their clients and employee's lives!
