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Investment Operations Consultant 3
Ref No.: 18-06840
Location: Charlotte, North Carolina
Investment Operations Consultant 3
Charlotte, NC
3 Month Contract

Job Description:


Fixed NAIC suitability team reviews Fixed Annuity new business applications against a pre-defined set of criteria whether the annuity sale is deemed suitable for the prospective client. In this role, individuals will interact directly with both internal constituents third party personnel and external customers (advisors, agency staff and prospective clients) in new business case issuance, problem solving and process improvement. This role is key in the fixed new business submission value stream, which will require a sense of urgency, attention to detail, ability to problem solve and a willingness to interact directly with the end customer selling (and purchasing) fixed annuity products. Client licenses as required. Annuity experience preferred.
  • Flexible and willing to adapt to changing dynamics within an evolutionary process and team
  • Industry knowledge to understand and effectively prioritize based on customer needs
  • Effectively applies knowledge to handle problems independently
  • Looks for and finds ways to improve processes
  • Identifies and engages appropriate resources, ideas and solutions from multiple constituencies to execute on deliverables and ensure continuous improvement
  • Demonstrates excellent written and verbal communication while tailoring the messaging and delivery based on the audience and situation
  • Holds self and others accountable for achieving business results