Financial Services Representative
Listed on 2026-08-05
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Finance & Banking
Financial Services Representative - Annuity New Business
They are on your side! A leading Fortune 500 insurance and financial services company headquartered in Columbus, Ohio is hiring. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join our client's team!
Pay Rate: $19 per hour, paid weekly
Location of Assignment:
Grandview Heights, 1000 Yard Street, Columbus, OH
Training:
In-person for the first 3 weeks, Monday–Friday, 8:30 AM – 5:00 PM- Post-Training: Hybrid schedule with 2 days onsite / 3 days remote
- Work Schedule: 10:30am – 7pm EST
- Assignment Length: 4-6 months, potential for extension/conversion pending attendance, performance and business need
- Target Start Date: 08/17/2026, upon completion of new hire onboarding
Role Overview As a Financial Services Representative within the client's Annuity New Business Underwriting Team, you will review and process new annuity contracts, ensure applications meet good-order and underwriting requirements, and prepare and send Letter of Acceptance (LOA) packets. This role supports fixed, fixed indexed, and variable annuity products in a high-volume, fast-paced environment while meeting established service-level agreements.
Key Responsibilities:
- Review annuity new business applications for good-order and underwriting requirements
- Accurately key and issue new annuity contracts within established timelines
- Prepare and distribute LOA packets
- Communicate effectively via email and phone with internal business partners
- Collaborate closely with underwriting, operations, and other internal teams
- Maintain consistency, accuracy, and quality across all assigned work
- Identify and resolve routine issues using basic problem-solving techniques
Qualifications
Education:
- High school diploma or equivalent required
- Recent degree in finance, business, insurance, economics, or communications preferred
Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
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