Vacancy caducado!
This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.The anticipated term of this engagement will be 12 months. This term could be extended based on company business needs.The Insurance and Annuity Specialist contributes to Life and Annuity product implementation by drafting relevant contracts and endorsements, supporting product development and specializing contracts and policies as needed. Under limited supervision, this job prepares filing forms for and develops relationships with various State Insurance Departments. This job also remains informed of relevant legislation changes and coaches lower level professionals to develop their skills and knowledge of the business.Key Responsibilities and Duties
Contributes to product design discussions pertaining to Life and Annuity product implementation.
Supports product development and product change initiatives by drafting complex Life and Annuity Insurance contracts and endorsements.
Develops special state versions of annuity contracts and life insurance policies, certificates and endorsements.
Creates filing letters and all appropriate documents in preparation for filing forms with State Insurance Regulatory Departments.
Builds and maintains relationships with State Insurance Department representatives and negotiates approvals with State Insurance Departments as needed.
Participates on cross-functional teams to represent policy form functions in connection with product implementation and strategic decisions regarding new products and new features.
Stays informed of relevant legislation changes and assists in determining best practices for implementing any required changes.
Educational Requirements
University (Degree) Preferred
Work Experience
3+ Years Required; 5+ Years Preferred
FINRA Registrations
SRC Indicator: Series 6 or 7; Series 63
Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Physical Requirements
Physical Requirements: Sedentary Work
Career Level7ICThe Annuity Specialist role will work as part of a small team that serves as the point of contact for TIAA Advisors who are referring participants interested in TIAA Life Non-Qualified Annuities. A successful candidate will need to have annuity sales experience as well as point of sale experience with clients. He/she must be extremely responsive, technically superior, self-motivated with excellent presentation skills. The individual must have a can-do attitude, work well on a team, be adept at collaboration and able to build long-term relationships.Key Responsibilities and Duties
Provide sales support via incoming calls & emails from advisors and participants.
Complete Annuity applications and necessary state required documents.
Must have pipeline management skills essential to moving applications to completion.
Provide periodic status updates to participants and advisors.
Educational Requirements
University (Degree) Preferred
Work Experience
3+ Years Required
FINRA Registrations
SRC Indicator: Series 6 or 7; Series 63
Licenses and Certifications
Life Insurance License
Start Date: 16-Sep-2024End Date: 16-Sep-2025Travel Required: NoAnticipated Posting End Date:2024-09-06Base Pay Range: $32.69/hr. - $46.39/hr.Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.Equal OpportunityWe are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .Accessibility SupportTIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:Phone: (800) 842-2755Email: [email protected] NoticesFor Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
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Nondiscrimination & Equal Opportunity EmploymentTIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088EEOCKnowYourRights-1688394514088.pdf)Pay TransparencyPhiladelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)
Vacancy caducado!