Baystate Financial · 15 hours ago
Annuity New Business Coordinator
United States
Full-time
Remote
New Grad, Entry Level
$55K/yr - $65K/yrBaystate Financial is a century-old firm specializing in financial planning and retirement solutions. They are seeking an Annuity New Business Coordinator to manage new business processes related to annuity products, ensuring compliance and effective communication with clients and teams.
BankingCrowdfundingFinancial ServicesVenture Capital
Responsibilities
Managing new business processes related to annuity products, including application submissions, reviewing documentation for compliance and accuracy, and effectively communicating with clients and internal teams
Tracking application statuses, resolving processing issues, and ensuring seamless workflows
Collaborating with financial professionals to deliver exceptional service and ensuring successful annuity placements
Qualification
Required
Exceptional verbal and written communication skills
Professional and friendly phone presence
Strong attention to detail and accuracy
Ability to learn new software and processes quickly
Solid organizational skills with the ability to prioritize tasks and meet deadlines
Proficiency in Microsoft Office Suite and CRM applications
Prior financial services experience required, with a foundation in annuities
Benefits
401(k)
Dental insurance
Disability insurance
Health insurance
Paid time off
Vision insurance
Work from home
Company
Baystate Financial
Baystate Financial is a financial services company in Boston, MA.
Founded in 1901
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brad Simonds
Chief Supervisory Officer
Bryan Morrell
Partner
Recent News
Seattle TechFlash
2025-05-17
2024-10-25
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