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Annuities Services Rep. II
| Details |
Country: USA
Location: CT Hartford
Total applied: 28
Job Type: Employee
Job Status: Full Time
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Annuities Services Rep. II
MetLife, a leading provider of insurance and other financial services to individual and institutional customers, is seeking a ?Annuities Services Rep. II? Hartford, CT!
Beyond meaningful and challenging work, MetLife provides a variety of flexible work arrangements, as well as a tuition reimbursement program, competitive benefits, and retirement and pension plans. MetLife?s responsiveness to the needs of both clients and employees is a direct result of one of the core company values? People Count.
Major Duties and Functions Include:
Processes non-financial and financial annuity post issue transactions. Completes and creates correspondence relating to post issue transactions.
Functional Responsibilities:
Processes basic to intermediate non-financial post issue transactions including replacements and Reg 60, annuitant changes, beneficiary changes, systematic withdrawal changes, and 72Ts.
Processes basic to intermediate financial post issue transactions including contract free looks, partial withdrawals, loan establishments, and annuitization quotes.
Reviews EFT error reports, makes necessary changes in systems, and processes manual checks as necessary.
Generates full surrender cost basis letters and mails to clients.
Performs Post Issue Associate functions as necessary.
Performs other duties as required or assigned. What You Need to Succeed:
Typical Experience: High school diploma.
2-4 yrs. business experience with 1-2 yrs. related work experience.
NASD Series 6 license preferred.
Work shouldn?t be something you do just to make ends meet. It should provide satisfaction?and an opportunity to make a difference.
MetLife? where work meets life!
Do YOU have what it takes to join a Major Force in Financial Services: Investments, Financial Advice, Banking and Insurance?
If so respond TODAY!
For immediate consideration, please click on the link below to submit your resume!
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