• Annuity Product Representative

    Insight Global (Montgomery, OH)


    Job Description

    Insight Global is looking for an Annuity Product Representative in the Cincinnati, Ohio area. The Annuity Call Product Representative plays a significant role within the Annuity business unit for the client, and the Representative will have a direct impact on customers. This person will operate in an inbound call center environment, serving 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. 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

     

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

     

    Skills and Requirements

     

    - Must have 2+ experience in a call center environment

     

    - Experience navigating systems and utilizing MS Teams and MS Outlook

     

    - Strong organization 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

     

    - Associates Degree or Bachelors Degree