Registered Client Care Srvcs Rep; S6​/ADM

Open to Remote. If local to Franklin, WI, 3 days onsite will be required.

** FINRA Licensure 6/63 or 7/63 required.**

The Annuity Distribution and Maintenance (ADM) Department is a vital part of our organization, focused on delivering seamless support for servicing annuities in their accumulation period.

About the Job:

This position supports our field teams and clients with their annuity disbursement and policy maintenance needs. Team members work closely with financial representatives, client service specialists, and internal departments to ensure smooth transitions from accumulation to payout phases. Responsibilities include processing various annuity conversion transactions, managing payout options such as lump-sum or annuitized distributions, and addressing customer inquiries related to annuity distribution and maintenance services.

What You'll Do:

Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment

Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work.

Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures

Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers

Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries.

Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.

Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy.

Understands how systems connect to processes and outcomes.

Drives change and embraces continuous improvement by creating processes and provisions to accommodate change.

Fosters a professional relationship with our clients to enhance brand loyalty

Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards

Adept at shifting work priorities to meet the needs of the business and customer demand.

What You'll Bring to the Role:

Bachelor Degree in business or related field or equivalent combination of education and experience

FINRA Licensure 6/63 or 7/63 required.

Minimum of 2 years related customer service experience with proven customer service skills

Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)

A basic understanding of tax implications

Advanced written and verbal communication skills

Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy

Strong organization skills with the ability to prioritize tasks.

A strong desire to continuously learn and improve

Strong problem-solving skills and ability to provide options

Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages

Open to Remote. If local to Franklin, WI, 3 days onsite will be required.

** FINRA Licensure 6/63 or 7/63 required.**

The Annuity Distribution and Maintenance (ADM) Department is a vital part of our organization, focused on delivering seamless support for servicing annuities in their accumulation period.

About the Job:

This position supports our field teams and clients with their annuity disbursement and policy maintenance needs. Team members work closely with financial representatives, client service specialists, and internal departments to ensure smooth transitions from accumulation to payout phases. Responsibilities include processing various annuity conversion transactions, managing payout options such as lump-sum or annuitized distributions, and addressing customer inquiries related to annuity distribution and maintenance services.

What You'll Do:

• Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment

• Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work.

• Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures

• Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers

• Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries.

• Serves as a trusted…