<p>Operations Opportunity in Financial Services</p> <p>Annuity Case Designer, Highland Capital Brokerage</p> <p>Location(s):</p> <p>3535 Grandview Pkwy., Suite 500, Birmingham, AL 35243</p> <p>2300 Windy Ridge Parkway, Atlanta, GA 30339</p> <p>877 Executive Center Drive West, St. Petersburg, FL 33702</p> <p>7755 Third Street North, Oakdale, MN 55128</p> <p>12325 Port Grace Boulevard, La Vista, NE 68128</p> <p>18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255</p> <p>Remote applicants may potentially be considered for this role.</p> <p>Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Osaic is open to remote applicants for this position.</p> <p>Role Type: Full time</p> <p>Salary: $50,000 - $60,000 per year + Sales Incentive Compensation</p> <p>Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.</p> <p>Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.? To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits</p> <p>Summary:</p> <p>We have an opportunity for a Annuity Case Designer within Highland Capital Brokerage, a member of Osaic. This position may be a remote position or work in one of our many brick-and-mortar offices throughout the country as a part of a highly collaborative team.</p> <p>The Annuity Case Designer will work alongside the Regional Vice Presidents in assisting financial advisors and independent agents with annuity business. The role will be responsible for helping increase overall annuity sales. The incumbent must be able to work in a fast-paced environment and is able to adapt with change. This position could evolve into a full-time Regional Vice President in the future.</p> <p>Responsibilities:</p> <ul> <li>Work with the annuity sales team by running annuity illustrations and case design in a timely manner </li><li>Assist advisors and sales team with carrier and product information, current rates/caps, fulfilling supply requests </li><li>Respond in a timely manner meeting company service levels) for all service and solicitation requests </li><li>Answer overflow calls from the phone queue </li><li>Assist with email campaigns and webinars by following up on engaged prospects and writing advisors </li><li>Assist sales team by prospecting, setting appointments and follow up meetings </li></ul> <p>Education Requirements:</p> <ul> <li>Bachelor's degree preferred, H.S. Diploma or GED certificate + Significant Practical experience will be considered </li></ul> <p>Basic Requirements:</p> <ul> <li>Minimum 3- 5 years of experience in annuity case designing or a similar role within an IMO, FMO, BGA, or insurance carrier environment. </li><li>Strong understanding of annuity products including fixed, indexed, and MYGAs, as well as carrier-specific requirements and suitability standards. </li><li>Exceptional communication skills (written and verbal) and a professional, service-oriented demeanor. </li><li>Strong organizational skills and the ability to manage multiple cases and deadlines simultaneously in a fast-paced setting. </li><li>Proficiency with Salesforce CRM platforms, and carrier submission portals. </li></ul> <p>Preferred Requirements:</p> <ul> <li>Familiarity with platforms such as FireLight, iPipeline. </li><li>Industry certifications (e.g., LOMA, NAIFA, or designations like CSA or CLU) are a plus. </li><li>Securities registration preferred. </li><li>Experience working directly with independent financial advisors or agents. </li></ul> <p>Equal Opportunity Employer</p> <p>Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.</p> <p>Eligibility</p> <p>Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.</p> <p>Unqualified Applications</p> <p>Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.</p> <p>Recruiting Agencies</p> <p>Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.</p>