Annuity Services Specialist

Bank of America•Jacksonville, FL

8d•Onsite

About The Position

This job is responsible for maintaining annuity relationships by delivering specialized day to day service through a phone-based platform. Key responsibilities include providing guidance across the platform to support financial strategies; and setting clear expectations to ensure a smooth client experience. Job expectations include relationship deepening, collaboration with internal partners, and providing seamless continuation of their relationship with Bank of America.

Requirements

Series 7 and Series 66 (or both the 63 & 65) are required
Life, Health, and Variable Annuity Licenses required, or must obtain within 30 days
Minimum of 2 year’s financial advisory or investment experience
Passion for excellence and willingness to work to exceed client expectations
Strong computer skills with an ability to multitask in a fast paced environment
Bachelor's degree (business related discipline strongly preferred), or 2 years relevant work experience

Nice To Haves

Capable of effectively operating in a team oriented and highly collaborative environment
Successful experience and track record achieving operational excellence.
Extraordinary interpersonal skills, a strong team orientation and resiliency
Ability to effectively manage workload
Superior client service proficiency including excellent verbal, written, and listening skills
Financial services industry experience
Strong understanding and ability to communicate the suite of enterprise products and services

Responsibilities

Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments
Demonstrate knowledge of investments including annuities, financial markets, and apply key principles appropriately to the individual client's investment needs
Adapt to client preferences using a conversational style
Understand and proactively identify leading indicators of client attrition and mitigate
Understand enterprise products and services beyond investments, and identify and refer where appropriate
Consistently identify client opportunities and engage key partners as needed
Ability to grasp and apply complex technical material quickly
Maintain a high level of personal integrity and comply with enterprise policy and procedures
Provides day to day phone-based service for U.S. client annuity relationships
Discusses client financial wellbeing, including retirement planning, investment options, banking and lending needs
Sets clear expectations to ensure smooth service delivery and positive experiences
Deepens relationships
Partners with internal team members to support seamless service and transitions