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Suitability Principal- Annuity (Sales Manager) - Full-time
Grandview Heights, OH 43212
30 days ago
Pay
$61 per hour
Hours
Full-time
About this job
Location: Grandview Heights, OH
Salary: $65K - $75K
Description: Our client is currently seeking a Suitability Principal- Annuity
This job will have the following responsibilities:
Key Responsibilities:
Reviews new Fixed, Immediate, and Indexed annuity business applications received. Uses NAIC and State Regulations to determine if business is complete and suitable. Interacts with Compliance concerning questionable sales.
Works with the appropriate parties to acquire additional documentation on new business to complete application.
Manages phone queue to assist internal partners with suitability questions and status information.
Conducts process review and aligns with compliance practices.
Ensures Product Training and CE training/Agent Requirements are met.
Underwrites and reviews transfer forms.
Inputs data into administrative systems, imaging systems, and databases.
Provides Agents a detailed and careful explanation for declined applications, handles concerns with thoughtful communication.
Maintains consistent alignment with departmental practices and regulatory guidelines.
Qualifications & Requirements:
Contact:
Salary: $65K - $75K
Description: Our client is currently seeking a Suitability Principal- Annuity
This job will have the following responsibilities:
Key Responsibilities:
Reviews new Fixed, Immediate, and Indexed annuity business applications received. Uses NAIC and State Regulations to determine if business is complete and suitable. Interacts with Compliance concerning questionable sales.
Works with the appropriate parties to acquire additional documentation on new business to complete application.
Manages phone queue to assist internal partners with suitability questions and status information.
Conducts process review and aligns with compliance practices.
Ensures Product Training and CE training/Agent Requirements are met.
Underwrites and reviews transfer forms.
Inputs data into administrative systems, imaging systems, and databases.
Provides Agents a detailed and careful explanation for declined applications, handles concerns with thoughtful communication.
Maintains consistent alignment with departmental practices and regulatory guidelines.
Qualifications & Requirements:
License/Certification/Designation: Series 6, 26 required. Associates must obtain the required Federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associates will be ineligible to continue in the position
- Experience: 3 -5 years Field experience, Insurance back office, Service or Sales Management.
- Knowledge, Abilities and Skills: Solid understanding of insurance and/or individual annuity products and services. Familiarity with state and federal insurance laws and regulations preferred. Ability to read, analyze, and interpret documents. Outstanding verbal and written communication skills with the ability to have difficult conversations and manage through disagreements. Ability to solve sophisticated problems and handle concerns.
Contact:
This job and many more are available through The Judge Group. Find us on the web at