Directs and oversees all aspects of the annuity customer service program. Oversees annuity administration and ensures compliance with federal and state regulations. Requires a bachelor's/master's degree and at least 8 years of experience in the field or in a related area and a Series 6, 26, and 63 license. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs the work of others. A wide degree of creativity and latitude is expected. Typically reports to top management.
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