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Job Description

An employer is looking for an Annuity Product Representative for a hybrid, contract-to-hire opportunity in the Cincinnati, Ohio area. The client is a leading insurance holding company who provides protection, retirement income and reinsurance solutions through its subsidiaries. The Annuity 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 clients Blue Ash location. They will start with taking very basic calls, and ultimately transferring the majority of calls until they finish the training program.

Representatives can expect to take anywhere from 40-50 calls per day to start, with that number expected to grow over time as the company expands. Basic calls may consist of basic contract information, issue dates, status updates, etc. Once fully trained, the Representative can expect to take on more complex calls.

This includes, but is not limited to:

Providing education and customer service on the clients 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

If the candidate does not already have a FINRA Series 6 or 7 license, successfully passing the exam is required within the first 6 months of employment, and fully obtaining the FINRA Series 6 license is required within the first year from hire. The client will take on the associated costs.

Additional Information

Training Overview:

 Training technically extends for a full year

 It involves a combination of face to face group sessions to learn a specific system or topic as well as 1v1 training

 First 3-4 weeks: Learning various topics and integrating navigation sessions so they can apply those topics after learning them

 Next: Mock call phase where they can start to apply what theyve learned

 Next: Put on phones with someone for a day to 3 days on the line with them, able to help guide them if theyre struggling

 One the phones alone, with support from team via MS Teams

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 HR@insightglobal.com .

To 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

General customer service experience

Strong customer service skills, including a professional/polite telephone personality with excellent written and verbal skills

Call center experience OR proven ability to learn new concepts whether through recent studying experience or another complex role

Experience with Microsoft Products (Word, Excel, Teams, Outlook, etc.)

Strong aptitude for learning

Strong organizational and analytical skills with the ability to multitask

The ability to effectively and efficiently navigate through multiple programs/systems/screens while on a phone call Exposure to annuities/exposure to qualified and unqualified money

Currently possesses a Series 6

Basic business skills: knowledge of letter writing, formatting null

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 employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to 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 oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.