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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in handling complex situations and processes within the insurance and financial services industry, including compliance with NY Reg 60 and Suitability. Proficient in mentoring, documentation updates, and providing exceptional service support to producers and clients.
Highest-signal resume keywords
3+ Years Insurance ExperienceNY Reg 60 ComplianceSuitability KnowledgeLife Insurance Education (LOMA/CLU)Digital Techniques Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Annuity New Business FunctionsComplex Problem ResolutionDocument Research and TrackingService Issue ResolutionQueue MonitoringSales and Operational Inquiry HandlingProcedure DocumentationPerformance Metrics AchievementMentoring New EmployeesEscalated Call Management
Soft Skills
Effective CommunicationTeam CollaborationMentoring AbilityAdaptabilityCustomer Service Orientation
Tools & Technologies
Software Usage GuidanceWeb Initiatives SupportDigital Tools Proficiency
Certifications & Qualifications
LOMA CourseworkCLU Coursework
Industry Keywords
Insurance IndustryFinancial ServicesService Center ExperienceSales SupportRegulatory Environment
About the role
Key responsibilities & impact- Perform Annuity New Business Specialist functions with high productivity and accuracy
- Handle complex situations and processes, including NY Reg 60 and Suitability
- Suggest, create and/or update procedures and documentation with the team lead/manager
- Liaise with producers, uplines, third-party administrators, Commissions Contracting & Licensing, Legal, and other departments
- Achieve required phone and transaction performance
- Research and track documents and resolve complex service issues
- Provide back-up coverage for Team Leads or Senior Specialists, including work assignments, queue monitoring, and escalated situations
- Mentor new employees and complete second reviews until quality expectations are achieved
- Handle escalated service-related phone calls
- Keep producers and uplines updated on product and processing guidelines
- Guide producers in software usage and web initiatives
- Resolve moderate to complex sales and operational inquiries involving product clarification, pending new business, supply needs, illustrations, and marketing administration
- Perform other assigned functions, duties, and projects
Requirements
What you’ll need- AA or BA degree preferred
- Relevant experience considered in lieu of degree
- 3+ years of experience working in the insurance or financial services industry
- Experience working in a service center, sales support team and/or other previous industry experience preferred
- Successful completion of Life insurance related education such as LOMA or CLU coursework preferred
- Ability to handle complex situations and processes, including NY Reg 60 and Suitability
- Proficiency in digital techniques, methods, and tools used at F&G
- Knowledge of the regulatory environment
- Regular and punctual attendance
Benefits
Comp & perks- Flexible in-office, hybrid and remote work arrangements
- Employee-centric flexible work environment
- Reasonable accommodations for applicants and candidates with disabilities
- Some travel may be required (less than 10%)