Annuity Insurance Associate

Janney • Philadelphia, PA

19h • Hybrid

About The Position

This position is responsible for processing tasks in Annuity Operations in a timely and efficient manner. In addition, this role will focus on complex issues and may be tasked to provide training for both new and existing associates.

Requirements

• High degree of accuracy and attention to detail
• Self-directed with an ability to prioritize and organize work assignments and multi-task effectively across various projects
• Ability to identify opportunities for improvement
• Efficient problem-solving skills with an ability to provide solutions in a pro-active, timely manner.
• An effective team player
• Strong written, verbal, and interpersonal skills
• Proficiency with Microsoft Office Applications and ability to quickly learn new systems and platforms when needed
• Ability to demonstrate Janney values
• Bachelor’s Degree or equivalent experience in operations/financial industry
• At least 1-3 years of related experience in Annuities and Insurance and/or investment industry knowledge strongly preferred

Nice To Haves

• FINRA Series 7 or Series 99 license is a plus

Responsibilities

• Providing exceptional client service
• Utilize analytical skills to identify possible process and workflow enhancements
• Performing reconciliation functions
• Corresponding with Financial Advisors, insurance carriers, and outside vendors
• Collaborating effectively with other operations teams to solve issues
• Supporting onboarding of new financial advisors
• Working closely with teammates to balance workload
• Help assist with projects within the team
• Designing, testing, and implementing system enhancements to improve workflow and overall client experience

Benefits

• Paid Paternal Leave
• generous Paid Time Off
• eligibility for a $2,000 referral bonus
• Professional Development Assistance Plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree