Annuity Product Representative

Insight Global is looking for an Annuity Product Representative in the Cincinnati, Ohio area. The Representative will serve as the primary point of contact for providing reactive annuity product support for clients and financial professionals via phone and email communication. The Representative will be thoroughly trained, starting the first 8 to 12 weeks on‑site at the client’s Blue Ash location (then will be fully remote).

They will start with taking very basic calls and ultimately transferring the majority of calls until they finish the training program.

This includes, but is not limited to:

• Providing education and customer service on the client’s full portfolio of annuity products and riders
• Taking and processing trade requests as well as taking other buy/sell orders in a timely/accurate manner
• Professionally communicating with a large array of internal departments in order to assist the external customers

• Must have 2+ years experience in a call center environment
• Experience navigating systems and utilizing MS Teams and MS Outlook
• Strong organizational skills and ability to multi‑task
• Must be willing to obtain a Series 6 license within 1 year of employment
• Must have experience in financial services, banking, life insurance, or annuities

• Exposure to annuities
• Exposure to qualified and unqualified money
• Currently possess a Series 6 or 7 license
• Associate’s Degree or Bachelor’s Degree

$20.00/hr - $23.00/hr

Cincinnati, Ohio – Start on-site at Blue Ash, then fully remote

Full‑time

Customer Service

• Medical insurance
• Vision insurance
• 401(k)