Annuity Services Director
Also referred to as: Annuity Services Director, Director of Annuity Services, Annuities Services Director
Requirements and Responsibilities
Directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. Typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. Typically requires 3+ years of managerial experience.
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Level of Education:  Annuity Services Director Salaries with a Bachelor's Degree, Annuity Services Director Salaries with a Master's Degree or MBA, Annuity Services Director Salaries with a JD, MD, PhD or Equivalent
Categories:  Insurance, Executive and Management, Financial Services
Industries:  Business Services, Financial Services, Insurance,
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