Retirement Advocate I

High School Diploma or equivalent required; 1–2 years of college preferred. 1–2 years of experience in retirement services operations or the financial services industry. FINRA Series 6/63 licensure strongly preferred. Strong knowledge of retirement products, IRS tax regulations, and FINRA/SEC requirements related to annuities and retirement plans. Exceptional communication and analytical skills, with a strong commitment to accuracy and service. Above-average math and accounting proficiency. Prior call center or customer service experience preferred. Commitment to ongoing learning — participation in continuing education and LOMA coursework (ACS designation) encouraged. Flexibility to work overtime or adjust schedules as business needs require.

Process Annuity new business and in-force transactions accurately and efficiently. Achieve or exceed established service standards, productivity, and quality goals. Review applications to ensure all information is received “In Good Order”, identifying and correcting any discrepancies. Collaborate and communicate effectively with the field sales team via phone or email to obtain required information. Gain a comprehensive understanding of Annuity operations, including ACH transactions, allocation changes, withdrawals, surrenders, and related processes. Identify and recommend process improvements to enhance service delivery and operational efficiency. Work as part of a flexible, cross-functional team to maintain workflow efficiency and operational excellence.