Fixed Annuity Specialist

Regions • Hoover, AL

4d • $40,000 - $48,310 • Onsite

About The Position

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. At Regions, the Fixed Annuity Specialist processes fixed annuity documentation received from agents in the branches in an accurate and timely manner.

Requirements

• High School Diploma or GED
• Ability to work overtime on an as needed basis
• Excellent verbal and written communication skills
• Great customer service skills
• Proficiency in Microsoft Office Suite
• Strong attention to detail
• Strong organizational skills

Responsibilities

• Reviews processed paperwork for accuracy and completion
• Maintains and prioritizes work flow in accordance with internal procedures
• Communicates with agents and branches as needed for additional documentation, resolution of system issues, and follow up
• Analyzes data to determine answers to questions from licensed agents and Financial Advisors related to existing annuity accounts and product information
• Refers unresolved agent/customer grievances to designated departments for further investigation/review

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED