Saturday , November 25 2023

Merrill Lynch Job Openings -Annuity Services Specialist

Website Merrill Lynch

Job Description:

The Annuity Specialist works in a phone based environment, supporting Consumer Investments annuity clients by providing an exceptional client experience, deepening relationships, and providing advice on specific annuity contracts

Job Responsibilities:

  • Annuity pool updates, rebalancing, withdrawals, and full surrenders.
  • Beneficiary changes, death claims, ownership changes, broker of record changes.
  • Funds transfers, RMDs, subsequent premiums.
  • Take inbound service calls to assist annuity clients.
  • Provide specialized, unique education to advised clients to explain complex features such as income riders and death benefits; discuss impacts of withdrawals and/or surrender requests. Go beyond the simple service need to provide education on impacts.
  • IRA/Roth conversions and characteristics.
  • Execute on client service needs, delivering superior client satisfaction.

Job Requirements:

  • Series 7 and Series 66 (or both the 63 & 65) are required
  • Superior client service proficiency
  • Strong understanding and ability to communicate the suite of enterprise products and services
  • Financial services industry experience
  • Life, Health, and Variable Annuity Licenses required, or must obtain within 30 days

Job Details:

Company:  Merrill Lynch

Vacancy Type:  Full Time

Job Location: Chandler, Arizona; Jacksonville, Florida, US

Application Deadline: N/A

Apply Here