Annuity Guest Member Specialist (Charlotte, NC (Hybrid) or Remote)
About The Position
As a Guest Member Specialist, you will be aligned with a Divisional Sales Manager and their Internal and External Wholesalers to provide dedicated service for Brighthouse Financial’s annuity financial professionals. The role focuses primarily on annuity new business within Enterprise Operations and partners closely with the distribution organization. You will support new financial professionals throughout the annuity new-business process, manage tickets through completion, provide updates, resolve issues, and support servicing for in-force contracts. The position may be performed remotely or in the office under the company’s flexible hybrid work model. The company and department may occasionally gather in person during the year.
Requirements
- At least 3 years of experience in the annuity industry; new-business experience is preferred.
- Exceptional customer service and relationship-management skills, with an advisor-service mindset.
- Excellent verbal and written communication skills, including a strong phone presence and the ability to communicate clearly and professionally.
- Exceptional attention to detail and organizational skills.
- A sense of urgency and the ability to manage multiple priorities and meet tight timelines in a high-pressure environment.
- Ability to work independently and collaborate in a team environment.
- Ability to maintain thorough knowledge of existing, new, and enhanced annuity products.
- Experience using CRM systems and servicing platforms.
Nice To Haves
- Salesforce experience.
- Knowledge of AWD, WMA, and nbA.
- Bachelor’s degree.
- Valid FINRA SIE, Series 6, and Series 63 licenses.
Responsibilities
- Provide dedicated service and relationship support to new financial professionals throughout the life cycle of an annuity new-business ticket.
- Serve as a point of contact and provide timely, clear updates to wholesalers and financial professionals regarding annuity business, contract servicing requests, and issue resolution.
- Partner with wholesalers, financial professionals, and internal business partners, including Legal and Correspondence, to obtain outstanding requirements and complete new applications.
- Take ownership and accountability for each annuity new-business ticket through completion.
- Build and maintain advisor relationships, deliver an exceptional service experience, and identify opportunities to provide additional value.
- Support key financial professionals through direct partnership with the company’s third-party vendor, DXC.
- Provide servicing and problem resolution for enforced contracts.
- Use CRM tools and servicing platforms to ensure timely follow-up and resolution.
- Perform other duties as assigned.
Benefits
- Base salary of $68,000 to $78,000, plus performance-based incentives determined by company and individual results.
- Flexible work environment with the option to work remotely or in the office.
- At least 20 days of paid time off and 16 paid company holidays per calendar year.
- Paid volunteer time and paid study time.
- 401(k) savings plan with company match up to 6% and an annual company nondiscretionary contribution of 3%.
- Financial counseling services.
- Medical, vision, and dental plans.
- Tax-free health savings accounts with potential company contributions up to $1,000 per family.
- Up to 16 weeks of paid leave for new parents.
- Backup dependent care and a dependent care flexible spending account.
- Up to a $25,000 lifetime maximum during adoption, infertility, or surrogacy journeys.
- Company-paid basic life insurance and short-term disability insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
