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The Outbound Financial Sales Representative will build relationships with advisors to market products and meet sales goals. Responsibilities include making outbound calls to solicit orders, managing leads, documenting sales activities, providing sales support, and ensuring client satisfaction. The role involves knowledge of financial products and collaboration with internal teams.

The Supervisor of 1035 Transfers will manage operations related to annuity policies, oversee staff, implement process improvements, and ensure compliance with regulatory requirements. This role focuses on enhancing departmental efficiency and mentoring a team of operations professionals.

The Actuarial Analyst will assist in analyzing the in-force block of business, develop recommendations for assumption setting, automate experience analysis, and enhance data quality and model efficiency. This role involves collaboration with various teams and supports the progression toward an FSA designation.