Securian Financial · 16 hours ago
Annuity Call Center Representative (Series 6 or SIE)
Macon, GA
Full-time
Hybrid
Senior Level
$22/hr - $24/hrSecurian Financial is seeking a Senior Annuity Call Center Representative to support their Annuity business line. This role involves providing expert customer service and support to customers and financial professionals while navigating regulatory requirements and ensuring a high-quality customer experience.
Financial ServicesInsuranceLife Insurance
Responsibilities
Deliver compassionate, timely and accurate responses from simple to complex annuity inquiries
Explain and resolve policy or account issues for customers and channel partners
Support both fixed/indexed annuities and variable products
Navigate regulatory requirements while maintaining excellent customer experience
Meet or exceed contact center performance metrics while upholding Securian's quality standards
Handle 35-50 customer interactions daily across multiple channels
Qualification
Required
Active FINRA Series 6 license or SIE license with the ability to sit for the Series 6 exam within 90 days and ability to obtain the Series 6 License within 6 months of hire
Strong customer service mindset
Excellent verbal and written communication skills
Professional phone etiquette and active listening abilities
Self-motivated, punctual and dependable
High level of reliability, trustworthiness and ability to maintain confidentiality
Technical proficiency: ability to navigate multiple systems simultaneously while maintaining effective customer engagement
Strong typing skills and computer literacy
Ability to multi-task and manage time effectively in a fast-paced environment
Quick learner with strong knowledge retention
Meets technical requirements for remote work (bandwidth and system specifications)
Preferred
Experience in the financial services or insurance industry
Background servicing annuity or life insurance accounts (new business and/or in-force)
Interest in career progression to Specialist / SME Support or leadership roles within the Contact Center
Benefits
PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what’s important to them.
Securian’s flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
Securian provides nine company paid holidays.
Company-funded pension plan and a 401(k) retirement plan.
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.
Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs.
Company
Securian Financial
To be confident in your financial future, you need to trust the strength and commitment of your financial organization.
Founded in 1880
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Christopher Hilger
Chairman, President and Chief Executive Officer
Darrin Hebert
SVP & Chief Information Officer
Recent News
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