Experience Inc. Jobs

Overview: Conducts the contract approval/contract issue process for all annuity applications and incoming direct rollovers, 1035 exchanges and direct transfers, and immediate annuities including review of application to determine if plan, contract and legal requirements are met. Verifies appropriate signatures and forms are completed according to state requirements. Responsibilities including but not limited to: Review all applications and determine if plan, contract and legal requirements are met. Contact financial professionals regarding missing or clarification of information provided on annuity applications. Answer questions from financial professionals and internal sales team via our support line. Complete data entry of all application information into multiple administration systems. Maintain and manage all pending/follow-up cases on incoming business and communicate status to financial professionals. Apply funds associated with annuity contracts. Work independently to prioritize work items effectively to meet service standards and client needs. Work on special projects and provide backup to other associates as needed. Identify, recommend and implement changes to procedures and checklists to improve effectiveness, efficiency and quality. Qualifications: Ability to learn all plan and contract details and provide service that excels. Excellent verbal and written communication skills. Strong attention to detail, and organizational skills. Ability to work under pressure, set priorities, and meet deadlines. Strong data entry skills. Ability to work independently as well as in a team oriented environment. Ability to work overtime as needed. Preferred Qualifications: Knowledge of annuity products, processes and procedures. Physical Job Requirements: Ability to work at least 40 hours per week. Ability to utilize keyboard, mouse and computer for up to 8 hours per day. Ability to utilize phone for approximately 2-4 hours per day. Ability to perform simple grasping including handwriting, paper manipulation, sorting, folding, etc. periodically throughout entire workday. Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here: Paid time off: We want you to take time off for what matters most to you. During your first year of hire, you receive a prorated bank of personal days and vacation time depending on your month of hire. Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave. Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service. Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage. Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you. Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including: Mental Wellness and Disability Pride at Securian Financial Securian Young Professionals Network Securian Multicu tural Network Securian Women and Allies Network Servicemember Associate Resource Group For more information regarding Securian's benefits, please review our . This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions. Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at Employment@Securian.com, by telephone 651-655-5522 (voice), or 711 (Relay/TTY). To view our privacy statement click To view our legal statement click Securian Financial Group, Inc. considers applicants for all positions without regard to race, color, creed, religion, national origin, sex, gender identity, sexual orientation, genetic information, age, marital or familial status, status with regard to public assistance, disability, or Veteran status. All applicants will be considered solely on the basis of their qualifications.