We are seeking a detail-oriented Annuities Client Support Specialist to support retirement planning clients through exceptional service, accurate documentation, and proactive communication. This role serves as a key liaison between clients, Retirement Planners, and financial institutions, ensuring a seamless client experience from meeting preparation through follow-up and account servicing. Apply now! Work Model: • On-Site What You Will Do: • Prepare client meeting materials and complete post-appointment service requests and transactions • Serve as the primary point of contact for client questions and account-related needs • Coordinate documentation and communicate with custodians, carriers, and financial institutions • Build and maintain strong client relationships through personalized support and follow-through • Ensure accuracy, compliance, and proper documentation of client activities and transactions • Partner with planners, paraplanners, and internal teams to resolve issues and support client goals • Provide guidance on retirement-related topics such as annuities, Medicare, Social Security, and RMDs What You Will Need to Be Successful: • Financial services experience, including annuity products, required • Current Life & Health Insurance License required • Strong attention to detail with a commitment to accuracy and follow-through • Excellent verbal and written communication skills • Customer-focused mindset with a high level of professionalism and empathy • Organized, dependable, and able to manage multiple priorities effectively • Commitment to ongoing learning and professional development Benefits Overview: • Health, dental, and vision insurance • Life and long-term disability insurance • 401K • PTO • $55,000 – $65,000 per Year Interested and qualified candidates can contact Jess Jones at (515) 225-7000 or email [email protected]. #ZR