Annuity & Investment Support Coordinator
Job in
Gilbert, Maricopa County, Arizona, 85233, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Jobtailor is seeking a dedicated professional for a Customer Service role in Arizona. You will handle calls from the Contact Center, resolve inquiries, and collaborate with teams to support financial professionals with annuity and alternative investment cases.
The role requires strong communication, organization, and problem-solving skills. Prior FINRA Series 6/7 and experience with annuity products are preferred, with potential for reporting and process improvement tasks.
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