Annuity Services Director jobs in North Carolina

Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Operations Associate - Annuity Specialist
  • Aspida Financial Services LLC
  • Durham, NC FULL_TIME
  • Description

    Company Description:


    Aspida Holdings Ltd., through its subsidiaries (collectively “Aspida”), is focused on providing retirement and reinsurance solutions, having operations in the U.S. and Bermuda with total assets of $12.1 billion as of September 30, 2023. Aspida, through its U.S. platform – Aspida Life Insurance Company – is focused on leveraging technology and agility to help clients achieve – and protect – their dreams. Its Bermuda-based reinsurance platform, Aspida Life Re, is focused on providing efficient and secure life and annuity reinsurance solutions. Aspida seeks to be a trusted partner in its clients’ financial security while driving its growth by doing good for the communities it serves. Aspida is backed by Ares Management Corporation, which, through the Ares Insurance Solutions team, provides dedicated investment management, capital solutions and corporate development support. For more information, please visit aspida.com or follow them on LinkedIn, Facebook.


    Who We Are:


    Sometimes, a group of people come together and create something amazing. They don’t let egos get in the way. They don’t settle for the status quo, and they don’t complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That’s the culture, the moxie, and the story of Aspida.

    Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that’s why we’re doing things differently than everyone else in our industry. We’re dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#! Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers.


    What We Are Looking For:


    The Annuity Specialist is responsible for our distribution partner’s experiences and satisfaction with our organization. This role requires individuals to build positive, effective, and quality relationships that inspire producers to do business with Aspida. The right person for this role will have a strong work ethic, be a quick learner, expert communication skills, an energetic personality, and enjoy working with others. This role reports to the Operations Manager and is required to be onsite 3 days a week at our Durham, NC headquarters.


    What You Will Do:

    • Manage all correspondence with distribution partners pertaining to sales & service. 
    • Respond quickly and effectively when a need is presented from a partner. Handles all requests to completion only involving other departments when necessary or with escalated issues. Follow up on issues until resolution. 
    • Maintain detailed knowledge of all products and current knowledge of all operational procedures including business rules. 
    • Maintain working knowledge of  Qualified/IRA rules and how they apply to Annuities. 
    • Build lasting relationships with distribution partners and provide a personalized experience to all producers of Aspida. 
    • Provide technical assistance to producers and organizations with Aspida onboarding portal, illustration system, and e-application. 
    • Be an active participant in analyzing products, services, and business processes to ensure partners satisfaction. Propose solutions that will benefit all parties. 
    • Actively promote Aspida products and services. 
    • Be an agent of change promoting our digital platforms both internally and externally. 
    • Maintain open lines of communication with management regarding developments within areas of assigned responsibilities and perform special projects as requested. 
    • Communicate and interact respectfully and professionally with all partners, coworkers, management, and customers. 


    What We Provide:

    • Hourly, DOE
    • Full-Time
    • Full Benefits Package Available


    What We Believe:


    At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items.

    Requirements

    What We Require:

    • Must have NC Life License.
    • Must have Annuity and Qualified Plan experience or comparable insurance sales/financial services experience. 
    • Clear and concise verbal and written communication skills.
    • Ability to thrive in a team environment and maintain positive energy in the face of adversity.
    • Strong PC skills including all Microsoft Office Software. 
    • Demonstrate dependability and reliability. 
    • Strong, empathetic leader. 
    • Experience working on multiple projects at once.
    • Exceptional attention to detail.
  • 17 Days Ago

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Director of Environmental Services
  • Healthcare Services Group, Inc
  • Wallace, NC FULL_TIME
  • OverviewWho We AreHealthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have p...
  • 3 Days Ago

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Director of Environmental Services
  • Healthcare Services Group, Inc
  • Kenansville, NC FULL_TIME
  • OverviewWho We AreHealthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have p...
  • 3 Days Ago

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Assistant Director of Clinical Services
  • Universal Health Services, Inc.
  • Jacksonville, NC FULL_TIME
  • Responsibilities The Assistant Director of Clinical Services (ADCS) under the direction of the DCS, provides administrative supervision and direction for the acute clinicians, PRTF therapists, and rec...
  • 25 Days Ago

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Director of Clinical Services
  • Universal Health Services, Inc.
  • Jacksonville, NC FULL_TIME
  • Responsibilities Clinical Director Leadership Opportunity Relocation Assistance Available! Since 1983, Brynn Marr Hospital has specialized in providing quality behavioral health services through a com...
  • 25 Days Ago

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Looking for Life and Annuity Pros
  • The Griffin Agency
  • Cary, NC FULL_TIME
  • Who We Are:We are an insurance technology and distribution platform that is transforming the industry. We have developed a paperless, data driven underwriting process that allows us to issue policies ...
  • 15 Days Ago

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Director
  • Leadenhall Search & Selection
  • Leadenhall Search and Selection are working with a global consulting firm, specialising in talent strategies. With a foc...
  • 6/10/2024 12:00:00 AM

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Director
  • New York Kids Club
  • New York, NY
  • Job Type Full-time Description NY Kids Club & NY Preschool is New York's premier children's enrichment space and accredi...
  • 6/10/2024 12:00:00 AM

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Director
  • Cyfle
  • Columbus, OH
  • About the job Director Salary: $ 156,500.00 We have partnered with a civil engineering firm in the Columbus, OH to provi...
  • 6/9/2024 12:00:00 AM

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Director
  • Chick-fil-A
  • Las Vegas, NV
  • Description Our vision is to serve our community with care by creating a workplace environment that is fun and serves ou...
  • 6/9/2024 12:00:00 AM

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Director
  • University of Texas at Dallas
  • Richardson, TX
  • Posting Details Posting Details Posting Number S05701P Position Title Director Functional Title Director, International ...
  • 6/9/2024 12:00:00 AM

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Associate Director/Director
  • BioPhase
  • San Diego, CA
  • We seek an enthusiastic and highly motivated DMPK Lead to join our seasoned drug discovery and early development team. Y...
  • 6/8/2024 12:00:00 AM

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Director
  • Bridgestone Academy
  • Powder Springs, GA
  • Job Description Job Description Previous experience as an Assistant Director in Childcare Must be familiar with BFTS rul...
  • 6/8/2024 12:00:00 AM

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Photo Director/Associate Photo Director
  • Aquent
  • Milwaukee, WI
  • FANTASTIC PHOTO DIRECTOR OPPORTUNITY RELOCATION Assistance Provided if Needed Our client, a leading provider of shipping...
  • 6/7/2024 12:00:00 AM

North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$131,435 to $177,535

Annuity Services Director in Los Angeles, CA
The Senior Management Service Optional Annuity Program (SMSOAP) is a defined contribution plan qualified under section 401(a) of the Internal Revenue Code administered by the Florida Department of Management Services (department).
January 25, 2020
Annuity Services Director in Santa Barbara, CA
Complete the W-9 Form in order to receive annuity payment from the Commonwealth.
January 27, 2020
Annuity Services Director in Anaheim, CA
Complete this form to have your annuity payment deposited directly into your bank account.
February 06, 2020