Annuity Service Representative

Salt Lake City, UT
March 13 2019

The Team

Provide exceptional client experience and develop strong relationships with our clients by understanding their needs and offering targeted solutions.  Associate also understands and provides in-depth policy and procedural information on annuity products and services.  Additionally, you will proactively uncover customer needs related to tax-deferred savings and guaranteed income by identifying product solutions that meet these needs resulting in leads to our Fidelity Investments Life Insurance Company (FILI) Sales partners.


The Expertise You Have

  • 2-3 years in a Financial Services Client Service or Phones related role preferred
  • NASD Series 7 & 63 licenses required
  • Insurance license within 6 months of hire preferred
  • College degree or equivalent experience
  • Consultative client service and sales passion

The Skills You Bring

  • Proven top performer in client service, relationship management, sales results, and business development
  • Positive attitude and passion as you contribute to the team environment by sharing ideas and assisting other team members in exceeding goals
  • Ability to build relationships and deliver an exceptional client experience 

The Value You Deliver

  • Knowledge of investment and insurance concepts, stock and trading terms, and market trends
  • Ability to work effectively in a fast-paced, changing environment
  • Excellent organization and follow-through skills

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