Operations Associate- Annuities
Job Title: Operations Associate- Annuities
Location: Jersey City, NJ (hybrid)
Salary: $85k - $110k + bonus
Summary:
We are currently partnered with a fast- growing Fintech who is looking to add top talent to their insurance team. You will play a vital part in supporting organizational growth by managing key operational workflows and delivering high-quality service to both internal and external stakeholders. Responsibilities include facilitating client and partner interactions, coordinating with third-party providers, and ensuring smooth execution across various service processes. In this position you will contribute to continuous improvement efforts by identifying opportunities for efficiency, tracking performance indicators, and supporting the development of resources in a dynamic, technology-enabled environment.
In this role you will be responsible for:
- Manage and process annuity applications and conduct stability reviews
- Oversee and support key operational workflows from initiation to completion
- Provide responsive and ongoing assistance to clients, partners, and stakeholders
- Cultivate strong working relationships across internal teams and external partners
- Enhance operational effectiveness through process improvements and technology use
- Ensure a high standard of service and timely issue resolution
The ideal candidate should have the following qualifications and skills:
- Bachelor's degree with 3+ YOE in Operations, Client Services or Relationship Management
- Experience working with annuities
- Ability and commitment to obtain an insurance license within 90 days and FINRA Series 7 licenses within 180 days of employment
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.Â
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.Â
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.