Job Details

A company is looking for a Life & Retirement Advocate II to support annuity operations and ensure a compliant experience for customers.Key ResponsibilitiesProcess annuity new business and in-force transactions accurately and efficientlyReview applications to ensure all requirements are received In Good Order and identify discrepanciesCommunicate with the field sales team to obtain required information and support operational efficiencyQualifications & ExperienceHigh School Diploma or equivalent required; 1-2 years of college preferred1-2 years of experience in retirement services operations or financial services industryFINRA Series 6/63 licenses strongly requiredStrong understanding of retirement products, IRS tax regulations, and FINRA/SEC requirementsFlexibility to work overtime or adjust schedules as needed