Financial Services Representative

West Chester, Ohio

Aquarius Professional Staffing
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Are you a driven professional looking to join a new, growing Annuity team? This is a newer team that is looking to grow in size over the next 2 years. Get your foot in the door now and be part of the success.

Contract to Hire

What you will get as the Annuity Office Manager/Representative:

  • Competitive compensation
  • Comprehensive benefit package
  • Ongoing training and support
  • Growth opportunities
  • Work-life balance
  • Dress for your day

What you will be doing as the Annuity Office Manager/Representative:

  • Assist in operational processes supporting the annuity line of business. This will include providing support to New Business and Inforce annuity administration
  • Serve as a point of contact for annuity product support via phone and email
  • Oversee general office operations, including maintenance of office building
  • Sort mail, scan documents, and manage filing system
  • Work with business managers to support on-going business effort

What you will be doing as the Annuity Office Manager/Representative:

  • Associate's degree or equivalent work experience
  • Experience in financial services industry
  • Annuities and Insurance knowledge- a plus
  • Proficiency in Microsoft Office applications
  • Data Entry and Processing skills
  • Strong organizational and time management skills
  • Excellent communication and interpersonal abilities
Date Posted: 23 May 2025
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