2 дня назад
Senior Annuities Operations Associate
83 000 - 147 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Annuities Operations Associate (Annuity Operations/Sales Operations): Processing new annuity business, coordinating with carriers and sales teams, and developing scalable operational processes with an accent on application submission, funding, commissions, and CRM workflows. Focus on optimizing sales operations, building robust systems, and launching process and product enhancements across Product, Marketing, and RevOps.
Location: Remote US
Salary: $83,000–$147,000 base salary per year across US locations, excluding applicable bonus, equity, and benefits.
Company
is a life insurance technology company providing a digital platform for consumers, agents, and insurance carriers.
What you will do
- Process new annuity business, including application submission, funding, and commissions.
- Collaborate with sales to reduce administrative workload and increase sales activity.
- Communicate with annuity carriers and keep the sales team informed about business progress.
- Develop and document annuity-related processes and scalable operational systems.
- Partner with licensing and appointment teams to onboard new hires.
- Work with Product, Marketing, and RevOps to create, test, and launch process and product improvements, including CRM workflow optimization.
Requirements
- 5+ years of experience in sales operations, annuities, life insurance, investing, or another analytically intensive field.
- Ability to combine strategic thinking with detailed analytical problem-solving.
- Strong initiative, ownership, communication, collaboration, attention to detail, and presentation skills.
- Salesforce system administration experience and familiarity with sales technologies.
- Comfort working with ambiguity and in flexible, fast-paced environments.
- Ability to work remotely from the United States.
Nice to have
- Annuity, life insurance, or investment sales experience.
- Experience with Firelight or another annuity order-entry system.
Culture & Benefits
- Work in a rapidly growing, technology-first business.
- Collaborative, agile, mission-driven, and impact-oriented environment.
- Opportunity to make a significant impact within a small, growing team.
- US benefits are available in addition to base salary, bonus, and equity eligibility where applicable.
- Inclusive and authentic workplace with equal employment opportunity practices.
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