Job Details

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Customer Care Representative - Annuities in the United States.

This role provides an opportunity to be the primary point of contact for customers seeking information on annuities and related retirement and life investment products. You will deliver personalized, high-quality service, helping customers navigate their options while ensuring positive and meaningful experiences. Working in a collaborative, team-oriented environment, you will leverage multiple systems and technologies to research and resolve inquiries efficiently. The role emphasizes communication, problem-solving, and attention to detail, while also offering exposure to financial products and the opportunity to enhance knowledge of retirement and investment solutions. This position is ideal for someone who enjoys helping people achieve their financial goals and contributing to a customer-first culture.

Accountabilities:

• Respond to customer inquiries regarding annuities, retirement, and life investment products via phone and digital channels
• Identify customer needs and provide tailored solutions, escalating complex questions to more experienced team members when necessary
• Research information using multiple internal systems and coordinate with other departments to resolve issues
• Document all customer interactions, follow up on outstanding items, and maintain accurate records
• Maintain a foundational understanding of products, procedures, and systems to provide reliable guidance
• Achieve department metrics and contribute to team-based goals

Requirements:

• Associate's degree in business or related field, or equivalent experience
• Minimum of one year of customer service, call center, or financial services experience
• Strong oral and written communication skills with the ability to interact professionally with customers
• Ability to work independently and collaboratively within a team environment
• Proficiency in Microsoft Office tools (Word, Excel, PowerPoint)
• Interest or familiarity with annuities, retirement, and life investment products is preferred
• Excellent problem-solving, multitasking, and organizational skills

Benefits:

• Competitive salary range: $37,000 - $43,000, plus potential annual bonus eligibility
• Remote work opportunity with flexible scheduling
• Comprehensive benefits package including medical, dental, vision, and disability insurance
• Retirement savings plan with 401(k) match and employee stock purchase plan
• Paid time off starting at 160 hours annually, plus 10 paid holidays
• Career development, training, and tuition reimbursement opportunities
• Holistic wellness programs, parental leave, adoption assistance, and employee assistance programs
• Employee recognition, referral bonuses, and diversity and inclusion initiatives

Why Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.