Annuity Services Director jobs in Pennsylvania

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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Director, Actuary (Annuity Calculation Management)
  • Prudential Ins Co of America
  • Virtual Office, PA FULL_TIME
  • Job Classification: Actuarial - Actuarial The Annuity Calculation Management team is responsible for all technical aspects of annuity product initiatives and ongoing management of the current annuity product portfolio. This person has accountability for ensuring delivery of these products aligned with actuarial guidelines, SEC and insurance regulations. This will include collaborating with legal, compliance, and government affairs to drive adoption of existing regulations and formation of new regulations where required. This person has demonstrated the ability to collaborate effectively and deliver results. This person is recognized within the organization as a product and calculation expert, and will be responsible for participating in industry groups, reacting to new and proposed regulations, and assisting teams in timely resolution of state insurance reviewer product objections. Duties and Responsibilities by Function: Drive regulatory change with our legal, compliance, and government affairs areas to accommodate new product designs which may not have existing or adopted regulatory guidelines Provide on-going actuarial and regulatory knowledge and creative problem resolution within Product and to business partners across the organization for new and proposed regulations and product designs Represent Prudential Retirement Strategies in industry calls (ACLI, LICONY, CAI, and IRI), and lead coordination of responses to new and proposed regulations. Support ACLI Product committee member for Prudential. Act as subject matter expert for required actuarial regulatory documents including memorandum, certifications and exhibits as required by state and other regulatory bodies for new product development and in-force product management as part of Annuity Calculation Management. Represent Annuity Calculation Management in the analysis of actuarial regulations during all phases of the Product Development process Demonstrate product/rider and technical expertise across Prudential annuity products Ensure that calculation and output meet regulatory requirements through modeling of the product and scenario mechanics Act as Product point person for review of all regulatory alerts and ensure understanding and action across the Product teams. Review all contract forms and prospectus information, if applicable, to determine readability and consistency with product specifications. Qualifications: Bachelor’s Degree FSA preferred Excellent verbal and written communication/presentation skills 2 years of experience in assessment of new regulations, working with industry groups 3 years of experience with Actuarial Regulatory support for contract filings (actuarial memos, nonforfeiture demonstrations) 5 years of experience in financial services product support or product management Approach work with intellectual curiosity and transparency with an openness to giving and receiving feedback Self‐motivated, proactive and visionary leadership, thinking beyond functional responsibilities to broader business strategy Highly organized, collaborative, creative, and adept at handling multiple, changing priorities where creative solutioning is required Skilled at resolving conflict and negotiating effectively and tactfully Proven strong attention to detail and follow‐through skills Strength of convictions and ability to influence and champion product changes Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $148,800.00 to $201,200.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential. PEOPLE WITH DISABILITIES: If you need an accommodation to complete the application process, which may include an assessment, please email accommodations.hw@prudential.com. Please note that the above email is solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance. Prudential Financial, Inc., a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of June 30, 2023, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better by creating financial opportunities for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for nearly 150 years. For more information, please visit news.prudential.com. Our Commitment to Diversity, Equity, and Inclusion Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential. PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US $1.27 trillion in assets under management as of June 30th, 2023 With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives. With a history dating back 148 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit PGIM.com. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Our Commitment to Diversity, Equity, and Inclusion Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.
  • 7 Days Ago

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Remote Customer Service Representative
  • Annuity Health
  • , PA FULL_TIME
  • The Remote Customer Service Representative is responsible for phone contact with patients to collect payment for medical billson behalf of our clients. This involves working in a fast-paced call cente...
  • 22 Days Ago

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Annuity Consultant
  • Lincoln Investment
  • Fort Washington, PA FULL_TIME
  • Annuity Consultant (Fort Washington, PA - Hybrid)Basic Function: Provide a broad range of service, sales, marketing, technical and operational support to Lincoln’s Financial Representative regarding a...
  • 10 Days Ago

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Director of Crisis Services
  • Access Services
  • Plymouth Meeting, PA FULL_TIME
  • Are you a leader of behavioral health in crisis counseling, suicidal intervention, and family supports? Does your passion for service express itself through providing person-centered, trauma informed ...
  • 16 Days Ago

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Director of Crisis Services
  • Access Services
  • PLYMOUTH MTNG, PA FULL_TIME
  • Are you a leader of behavioral health in crisis counseling, suicidal intervention, and family supports? Does your passion for service express itself through providing person-centered, trauma informed ...
  • 1 Month Ago

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CLIENT MANAGER - NON DELEGATED CORRESPONDENT
  • Oceanview Life & Annuity
  • Horsham, PA FULL_TIME
  • OverviewOceanview is hiring a Client Manager, Non-Delegated professional to facilitate all aspects of loan processing as it relates to non-delegated correspondent loan submissions from initial credit ...
  • 7 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

Pennsylvania (/ˌpɛnsɪlˈveɪniə/ (listen) PEN-sil-VAY-nee-ə), officially the Commonwealth of Pennsylvania, is a state located in the northeastern and Mid-Atlantic regions of the United States. The Appalachian Mountains run through its middle. The Commonwealth is bordered by Delaware to the southeast, Maryland to the south, West Virginia to the southwest, Ohio to the west, Lake Erie and the Canadian province of Ontario to the northwest, New York to the north, and New Jersey to the east. Pennsylvania is the 33rd-largest state by area, and the 6th-most populous state according to the most recent of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$136,638 to $184,562

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