Annuity Insurance Associate

Janney Montgomery Scott LLC • Philadelphia, PA

2d • Hybrid

About The Position

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
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.
What you are good at:
Analytical ability – Able to effectively review information and data in order to identify issues and opportunities
Communication – Must be able to effectively communicate verbally and in writing amongst all levels across the firm
Time Management – Working efficiently and planning how to divide your time between different tasks and projects
Building Relationships– Connecting with others in a way that fosters trust and creates collaborative relationships

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

• Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees