Annuity Placement Specialist
At Marsh & McLennan Companies, we recognize the value of our Annuity Placement Specialists. Our team of specialists are responsible for providing specialized customer service to support the sale of annuity products. We are looking for an experienced and customer-focused individual to join our team and help us provide exceptional service to our clients.The ideal candidate will have a minimum of three years of experience in annuity sales and placement. They should possess strong interpersonal and communication skills, have a customer-oriented mindset, and be able to troubleshoot customer inquiries and complex annuity-related issues. In addition, the successful candidate will also be proficient in mathematical calculations, have a working knowledge of the insurance industry, and be able to provide accurate and timely responses to client requests.If you are an experienced and motivated individual with a passion for customer service, this could be a great opportunity for you to join our team and make a lasting impact on our clients’ financial futures.
Responsibilities:
- Provide exceptional customer service to support the sale of annuity products
- Possess strong interpersonal and communication skills
- Maintain a customer-oriented mindset
- Troubleshoot customer inquiries and complex annuity-related issues
- Be proficient in mathematical calculations
- Possess a working knowledge of the insurance industry
- Provide accurate and timely responses to client requests
- Adhere to all industry regulations and guidelines related to annuities
- Monitor and analyze customer feedback and trends to develop strategies for improving customer service
- Remain up-to-date on the latest industry developments and annuity products
Ability To Work Independently And As Part Of A Team
Ability To Manage Multiple Projects Simultaneously
Excellent Organizational And Communication Skills
Proficiency With Microsoft Office Suite
Bachelor's Degree In Finance Or Insurance
Minimum Of Years Of Experience In Sales And Marketing Of Annuity Products
Knowledge Of Annuity Products And Regulations
Demonstrated Ability To Develop Business Through Prospecting And Networking
Project Management
Financial Planning
Data Analysis
Negotiation skills
Problem Solving
Relationship Building
Risk assessment
Business acumen
Regulatory compliance
Client Relations
Retirement planning
Sales strategies
Investment Analysis
Insurance Knowledge
Annuity Management
Communication
Conflict Resolution
Leadership
Problem Solving
Time management
Interpersonal Skills
self-motivation
Creative Thinking
Teamwork
Adaptability
According to JobzMall, the average salary range for a Annuity Placement Specialist in Austin, TX, USA is between $42,000 and $50,000 per year. This range may vary depending on the company and the experience of the individual.
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Marsh & McLennan Companies, Inc. is a global professional services firm, headquartered in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting.
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