Annuity and Customer Experience Specialist (Licensed Professional)
Group 1001

Job Info

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Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.

Company Overview:

Gainbridge, a part of the Group 1001 enterprise, is a self-managed, innovative, digital platform providing its clients with direct access to trusted financial products to smartly grow their savings over time. Gainbridge strives to offer products through its platform that are simple, intuitive, and backed by smart technology with no complexity or hidden fees. Gainbridge empowers clients to take control of the financial future with simple solutions that are accessible to everyone no matter their budget.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

Summary:

The annuity specialist can effectively communicate and educate RIAs and B2B products to customers. Also focusing on expanding on the benefits and features of our products. This position will be required to work the hours of 2:00pm-10:00pm EST/11:00am-7:00pm PST (Monday through Friday).

Main Accountabilities:

• Have an in-depth knowledge of our products and systems and be able to discuss all product features with customers, members, and internal stakeholders
• Handle customer inquiries and problems throughout the application process and ensure timely outcomes are achieved in line with internal and regulatory requirements.
• Partner closely with internal stakeholders to remove barriers for our customers and ensure a great customer experience
• Maintain customer confidentiality while complying with all state and federal regulations, privacy regulations and meeting or exceeding internal quality and service standards
• Build and maintain strong working relationships with internal and external customers.

Qualifications:

• 3+ years of customer service experience
• Experience with annuities and / or financial services products
• Active license for current resident state Life and Health License
• FINRA series 6 and 63 required within approximately 60 days of employment
• Communicate effectively using verbal and written communication methods
• Attention to detail - you're meticulous and curious to understand how things work
• Bachelor's degree or equivalent experience

Compensation:

Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay for this position ranges from $60,000/year in our lowest geographic market up to $90,000/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience.

Benefits Highlights:

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability, and to enroll in the Company's Employee Assistance Program and other wellness initiatives. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
#LI-LG1 #LI-REMOTE

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