Location
Golden Valley
Job Type
Full-time
Posted
July 11, 2026
Job Description
Job Description
+ Exclusive opportunity with Financial Institution located in Golden Valley, MN. Open due to influx of applications. Training will be on site for a minimum of 4 weeks and then become Hybrid. 3 days in office and 2 days remote. This could go longer, depending on how training is retained.
+ This is blend of completing tasks and providing customer service to Financial Advisors or Financial Professionals who are submitting the applications for their customers to acquire Annuity products.
+ Phone work is required, No Customer contact but you will be expected to speak with Financial Advisors and Financial Professionals that will communicate with the end customers. Most of the communication is through email and a couple of phone calls, if customer/client prefers.
+ Working with Broker Dealers, FMO's, and internal partners.
Job Duties:
+ Typical Day - following standard operating procedures, processing, and accuracy is very ...
+ Exclusive opportunity with Financial Institution located in Golden Valley, MN. Open due to influx of applications. Training will be on site for a minimum of 4 weeks and then become Hybrid. 3 days in office and 2 days remote. This could go longer, depending on how training is retained.
+ This is blend of completing tasks and providing customer service to Financial Advisors or Financial Professionals who are submitting the applications for their customers to acquire Annuity products.
+ Phone work is required, No Customer contact but you will be expected to speak with Financial Advisors and Financial Professionals that will communicate with the end customers. Most of the communication is through email and a couple of phone calls, if customer/client prefers.
+ Working with Broker Dealers, FMO's, and internal partners.
Job Duties:
+ Typical Day - following standard operating procedures, processing, and accuracy is very ...
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