What are the responsibilities and job description for the Annuity Operations Processor position at Triad Partners?
Is working with people you want to do life with important to you? It is to us, too.
At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.
Who Are We?
Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.
We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.
At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.
What Does DBDL Look Like for You?
Do Business: Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.
Do Life: We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.
Let’s Build Something Extraordinary Together.
If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.
About the role
- The Annuity Operations Specialist is responsible for managing day to day operations for our annuity team. This role involves providing accurate and timely service to our members and their offices on incoming and outgoing phone calls/emails related to New Business applications for multiple product lines. Process New Business applications that are submitted using multiple systems and respond to inquiries in a timely manner. Provide excellent customer service via telephone or email handling New Business policy inquiries. Process applications and corresponding paperwork and document any outstanding requirements.
What you'll do
- Weekly Member Updates
- Process new applications that are submitted.
- Follow up on pending business.
- Serve as point of contact between member firms and carrier partners.
- Answer incoming calls and emails from members and carriers.
- Problem solve member issues.
- Conduct IT support for Triad Portal and Firelight.
- Troubleshoot member's IT needs for Firelight.
- Obtain log in information for members.
Qualifications
- Associate's degree
- 3 years experience in financial services, preferably FMO/IMO experience
- Experience with Annuities
- Customer service oriented
- Comfortable working independently
- Demonstrated ability to adapt to frequent change
- Future focus mindset
- Excellent organizational and prioritization skills
- Strong attention to detail
- Strong problem solving skills
