Financial Services Representative - Annuity New BusinessThey are on your side! A leading Fortune 500 insurance and financial services company headquartered in Columbus, Ohio is hiring. If you want to work for a company that provides a great culture, great opportunities, and a huge impact, apply to join our client's team!Pay Rate: $19 per hour, paid weeklyLocation of Assignment: Grandview Heights, 1000 Yard Street, Columbus, OHTraining: In-person for the first 3 weeks, Monday–Friday, 8:30 AM – 5:00 PMPost-Training: Hybrid schedule with 2 days onsite / 3 days remoteWork Schedule: 10:30am – 7pm ESTAssignment Length: 4-6 months, potential for extension/conversion pending attendance, performance and business needTarget Start Date: 08/17/2026, upon completion of new hire onboardingRole Overview As a Financial Services Representative within the client's Annuity New Business Underwriting Team, you will review and process new annuity contracts, ensure applications meet good-order and underwriting requirements, and prepare and send Letter of Acceptance (LOA) packets.
This role supports fixed, fixed indexed, and variable annuity products in a high-volume, fast-paced environment while meeting established service-level agreements.Key Responsibilities:Review annuity new business applications for good-order and underwriting requirementsAccurately key and issue new annuity contracts within established timelinesPrepare and distribute LOA packetsCommunicate effectively via email and phone with internal business partnersCollaborate closely with underwriting, operations, and other internal teamsMaintain consistency, accuracy, and quality across all assigned workIdentify and resolve routine issues using basic problem-solving techniquesQualificationsEducation:High school diploma or equivalent requiredRecent degree in finance, business, insurance, economics, or communications preferredDue to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.