Operations Associate - Annuity Specialist

Company Description:

Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we’re in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit www.aspida.com or follow them on LinkedIn.

Who We Are:

Sometimes, a group of people come together and create something amazing. They don’t let egos get in the way. They don’t settle for the status quo, and they don’t complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That’s the culture, the moxie, and the story of Aspida.

Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that’s why we’re doing things differently than everyone else in our industry. We’re dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#! Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers.

What We Are Looking For:

The Annuity Specialist is responsible for our distribution partner’s experiences and satisfaction with our organization. This role requires individuals to build positive, effective, and quality relationships that inspire producers to do business with Aspida. The right person for this role will have a strong work ethic, be a quick learner, expert communication skills, an energetic personality, and enjoy working with others. This role reports to the Operations Manager and is required to be onsite 3 days a week at our Durham, NC headquarters.

What You Will Do:

• Manage all correspondence with distribution partners pertaining to sales & service.
• Respond quickly and effectively when a need is presented from a partner. Handles all requests to completion only involving other departments when necessary or with escalated issues. Follow up on issues until resolution.
• Maintain detailed knowledge of all products and current knowledge of all operational procedures including business rules.
• Maintain working knowledge of Qualified/IRA rules and how they apply to Annuities.
• Build lasting relationships with distribution partners and provide a personalized experience to all producers of Aspida.
• Provide technical assistance to producers and organizations with Aspida onboarding portal, illustration system, and e-application.
• Be an active participant in analyzing products, services, and business processes to ensure partners satisfaction. Propose solutions that will benefit all parties.
• Actively promote Aspida products and services.
• Be an agent of change promoting our digital platforms both internally and externally.
• Maintain open lines of communication with management regarding developments within areas of assigned responsibilities and perform special projects as requested.
• Communicate and interact respectfully and professionally with all partners, coworkers, management, and customers.

What We Provide:

• Hourly, DOE
• Full-Time
• Full Benefits Package Available

What We Believe:

At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items.

Requirements

What We Require:

• Must have NC Life License.
• Must have Annuity and Qualified Plan experience or comparable insurance sales/financial services experience.
• Clear and concise verbal and written communication skills.
• Ability to thrive in a team environment and maintain positive energy in the face of adversity.
• Strong PC skills including all Microsoft Office Software.
• Demonstrate dependability and reliability.
• Strong, empathetic leader.
• Experience working on multiple projects at once.
• Exceptional attention to detail.