Resolution Specialist (Annuities)

Location: On-site in Minneapolis, Minnesota, United States. Other listed locations: Las Vegas, Nevada and Charlotte, North Carolina.

Base salary: $50,800–$76,300 per year, with potential variable pay through bonuses, commissions, and/or long-term incentives.

Company

Diversified financial services organization providing financial planning and advice, asset management, insurance, and annuity services to individual, small business, and institutional clients.

What you will do

• Provide immediate, specialized operations support related to Annuity Net and other supported tools.
• Act as the central point of contact for escalated, complex tier 2 service issues, expedited requests, and exception requests.
• Research issues, determine appropriate actions, and deliver timely and accurate resolutions within regulatory and business controls.
• Support advisors, field staff, and business partners with complex annuity activities, consultations, and issue resolution.
• Identify trends, improve documentation, and submit Lean process improvement ideas.
• Build and maintain relationships with advisors, staff, and Service and Operations partners.

Requirements

• High school diploma or GED.
• 3–5 years of relevant experience.
• Excellent customer service skills and the ability to explain complex policies or concepts clearly.
• Ability to research problems, ask effective questions, identify root causes, and determine solutions.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong written and spoken communication skills and the ability to collaborate across the organization.

Nice to have

• Previous experience in the brokerage industry.
• Experience with third-party annuities.

Culture & Benefits

• Full-time, non-exempt position within the Client Service job family.
• Vacation and sick time.
• 401(k) plan.
• Health, dental, and life insurance.
• Inclusive and accessible recruitment process with reasonable accommodation support.