4 дня назад
AVP, New Business & Advisory - Annuity
154 000 - 258 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
AVP, New Business & Advisory - Annuity (Financial Services): Leading annuity new business, advisory operations, policy disbursements, and regulatory strategy across distribution channels with an accent on service quality, financial controls, and compliance. Focus on developing operating processes, managing risk metrics, supporting annuity modernization, and advising on Regulation 60 and suitability matters.
Location: Ohio - Grandview Heights, 1000 Yard Street, H Building; normal office environment.
Salary: $154,000-$258,000 expected starting range; national range $154,000-$290,000 annually.
Company
is a Fortune 100 financial services and insurance company serving individuals, businesses, customers, and distribution partners.
What you will do
- Lead new business strategy for annuity distribution channels and administrative strategy for the Advisory channel.
- Oversee annuity operations, policy disbursements for Life and Annuity, service-level objectives, quality standards, and complex service issues.
- Develop cost-effective business processes that optimize technology, support continuous improvement, and reduce operating expenses.
- Monitor operational performance, risk metrics, KPIs, budgets, and financial controls.
- Lead implementation of state and federal regulations, support audits, and advise leaders on regulatory matters.
- Represent Operations in annuity modernization, suitability cases, industry committees, and collaboration with product and actuarial leadership.
Requirements
- Undergraduate degree in business administration, management, finance, pre-law, or a related field, and/or technical insurance coursework preferred.
- FINRA Series 6 and Series 26 licenses required.
- At least 10 years of financial services experience in customer service, quality control, or operations.
- Broad experience managing annuity new business processes and extensive leadership experience.
- Extensive knowledge of insurance products, compliance, post-issue processes, regulations, and guidelines.
- Strong leadership, communication, decision-making, consensus-building, presentation, and change-management skills.
Nice to have
- MBA.
- Experience presenting to external audiences and senior leaders.
Culture & Benefits
- Full-time exempt employment with medical, dental, and vision coverage.
- Life insurance, short- and long-term disability coverage, and a company-paid pension plan.
- Paid time off, nine paid holidays, Lifetime paid time off, and Unity Day paid time off.
- 401(k) with company match and business-casual attire.
- Inclusive workplace committed to equal opportunity, diversity, and respect.
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