HYBRID Annuities Product Specialist

An employer is looking for an Annuities Product Specialist for a hybrid, contract-to-hire opportunity in the Cincinnati, Ohio area. The client is a leading insurance holding company who provides protection, retirement income and reinsurance solutions through its subsidiaries. The Annuity Call Center Representative plays a significant role within the Annuity business unit for the client, and the Call Center Representative will have a direct impact on customers. This person will operate in an inbound call center environment, serving as the primary point of contact for providing reactive annuity product support for clients and financial professionals via phone and email communication. The Call Center Representative will be thoroughly trained, starting the first 8 to 10 weeks on-site at the client's Blue Ash location. They will start with taking very basic calls, and ultimately transferring the majority of calls until they finish the training program.



Representatives can expect to take anywhere from 40-50 calls per day to start, with that number expected to grow over time as the company expands. Basic calls may consist of basic contract information, issue dates, status updates, etc. Once fully trained, the Representative can expect to take on more complex calls.



This includes, but is not limited to:



Providing education and customer service on the client's full portfolio of annuity products and riders

Taking and processing trade requests as well as taking other buy/sell orders in a timely/accurate manner

Professionally communicating with a large array of internal departments in order to assist the external customers



If the candidate does not already have a FINRA Series 6 or 7 license, successfully passing the exam is required within the first 6 months of employment, and fully obtaining the FINRA Series 6 license is required within the first year from hire. The client will take on the associated costs.

General customer service experience



Strong customer service skills, including a professional/polite telephone personality with excellent written and verbal skills



Call center experience OR proven ability to learn new concepts whether through recent studying experience or another complex role



Experience with Microsoft Products (Word, Excel, Teams, Outlook, etc.)



Strong aptitude for learning



Strong organizational and analytical skills with the ability to multitask



The ability to effectively and efficiently navigate through multiple programs/systems/screens while on a phone call

Exposure to annuities/exposure to qualified and unqualified money



Currently possesses a Series 6



Strong customer service experience



Basic business skills: knowledge of letter writing, formatting

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.