Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics and delivering exceptional service to our clients and each other.
We are currently seeking an Internal Annuity and Insurance Program Specialist to deliver outstanding pre-sales and ongoing annuity and insurance support to D.A. Davidson’s Financial Professional Teams. Reporting directly to the Vice President, Director of Insurance and Annuities this role is responsible for supporting Davidson’s Financial Professionals (FPs) in the area of sales, marketing, service, and education to help FPs develop and grow their annuity and insurance business in an efficient manner. Additionally, the Annuity and Insurance Program Specialist is responsible for delivering timely and accurate product, quote and rate information as well as responding to FPs on case support, client consultation, order entry support, and book reviews.
Experience and Skills:
The potential base pay hiring range for this role is $90,000 - $100,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
From: D.A. Davidson Companies