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Aspida · 2 months ago

Operations Associate - Annuity Specialist

Durham,NC,US

Full-time

Hybrid

New Grad, Entry Level

Aspida is a tech-driven insurance carrier dedicated to providing secure retirement solutions and annuity products. The Annuity Specialist will manage relationships with distribution partners, ensuring their satisfaction while promoting Aspida's products and services.

FinanceFinancial ServicesInsurance

Growth Opportunities

Responsibilities

Manage all correspondence with distribution partners pertaining to sales & service

Respond quickly and effectively when a need is presented from a partner. Handles all requests to completion only involving other departments when necessary or with escalated issues. Follow up on issues until resolution

Maintain detailed knowledge of all products and current knowledge of all operational procedures including business rules

Maintain working knowledge of Qualified/IRA rules and how they apply to Annuities

Build lasting relationships with distribution partners and provide a personalized experience to all producers of Aspida

Provide technical assistance to producers and organizations with Aspida onboarding portal, illustration system, and e-application

Be an active participant in analyzing products, services, and business processes to ensure partners satisfaction. Propose solutions that will benefit all parties

Actively promote Aspida products and services

Be an agent of change promoting our digital platforms both internally and externally

Maintain open lines of communication with management regarding developments within areas of assigned responsibilities and perform special projects as requested

Communicate and interact respectfully and professionally with all partners, coworkers, management, and customers

Qualification

NC Life LicenseAnnuity experienceQualified Plan experienceMicrosoft OfficeEmpathyDependabilityVerbal communicationWritten communicationTeamworkAttention to detailProject management

Required

Must have NC Life License

Must have Annuity and Qualified Plan experience or comparable insurance sales/financial services experience

Clear and concise verbal and written communication skills

Ability to thrive in a team environment and maintain positive energy in the face of adversity

Strong PC skills including all Microsoft Office Software

Demonstrate dependability and reliability

Strong, empathetic leader

Experience working on multiple projects at once

Exceptional attention to detail

Benefits

Full Benefits Package Available

Company

Aspida

We’re Aspida – a tech-leading, agile insurance company that provides life and annuity solutions with speed, simplicity, and security to enhance well-planned retirement and wealth management strategies.

Founded in 2015

Durham, North Carolina, USA

51-200 employees

http://globalbankers.com

Funding

Current Stage

Growth Stage

Total Funding

unknown

2021-07-15Acquired

Leadership Team

Alex Seidita

Chief Information Officer

Chad Burns

Chief Distribution Officer

Company data provided by crunchbase