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New Business Associate - Annuity

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Date: Dec 15, 2018

Location: West Des Moines, IA, US, 50266

Company: Sammons Financial Group

Come work for a company that believes in Making Lives Better not only for Policyholders and Distribution Partners but for Our Employees and Communities as well!  Sammons® Financial Group (SFG) is a holding company of several successful financial services member companies offering a variety of financial products through multiple distribution channels. Our products include fixed and variable annuities, life insurance, bank, corporate, and credit union-owned life insurance, and retirement products.

 

This is an excellent opportunity to work for a top-notch employer.

 

We offer:

  • Casual dress which includes jeans. 
  • Core business hours are M-Th 7:30am -5pm, Fridays 7:30am-12:30— Friday Afternoons off all year long
  • Great benefits and PTO including medical, dental, vision, wellness plan, charitable giving programs, education assistance… to name a few!
  • ESOP- A retirement plan completely funded by the company!
  • Rich culture- driven by private ownership and intentional leadership.

 

New Business Associate provides timely and accurate customer service via the telephone (inbound and/or outbound calls) OR by processing/reviewing New Business transfer paperwork/correspondence and preparing, assembling and mailing policies.

 

       QUALIFICATIONS:

  • High school diploma (or equivalency) required
  • Minimum of one-year life or annuity experience, 2+ years customer service, or 4-year college degree preferred
  • Working knowledge of a PC and Microsoft Office products
  • Ability to lift 30 lbs
  • Ability to stand for extended periods of time
  • Strong verbal and/or written communication skills
  • Strong problem solving skills
  • Organizational and prioritization skills
  • Ability to work efficiently and independently
  • Ability to adapt to frequent change
  • Ability to multi-task
  • Detail Oriented
  • Ability to work periodic overtime, sometimes with relatively short notice
  • Due to the financial nature of this position, a credit check is required.

- The Fair Credit Reporting Act requires Sammons Financial Group (SFG) member companies to notify you that, as a routine part of processing this application for employment, SFG member companies may request a consumer report on you to verify all information contained in this application.  Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records


Nearest Major Market: Des Moines

Job Segment: Bank, Banking, Credit Union, Finance

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