Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
As a Senior Annuity Operations Specialist, you would be responsible for facilitating the annuity application process from the time of application submission through contract issuance. Annuity Operations collaborates with and supports numerous business partners including Sales and the Branch network to improve the overall client experience.
Activities include but are not limited to:
- Provide superior customer service to clients and sales partners as you shepherd annuity applications from client signature to contract issue
- Develop deep relationships within the firm; being an advocate for the annuity product line
- Goal setting / goal tracking / performance that drives meaningful results
- Multi-tasking, organization, and attention to detail
- Staying highly motivated and being a self-starter
- Problem solving and collaborating with multiple levels in the organization
What you have
To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications
- BA/BS or equivalent experience
- 2+ years of corresponding work experience
- Strategic problem solving skills, with the ability to obtain desired results
- Relationship building skills, including the ability to build consensus with key partners, work effectively in a cross-functional/highly matrixed organization
- Ability to influence and collaborate across multiple levels of the organization
- Problem solver vs. problem identifier
- Effective time management & interpersonal skills, positive attitude, enthusiasm, professionalism, and a strong work ethic with a high level of integrity
- An aptitude and willingness for learning Schwab’s annuity suite of products
- Demonstrated experience interacting with peers and other teams in a proactive and consultative manner
- Possess a collaborative work style with demonstrated success in a team environment
- Excellent analytical skills with the ability to effectively mitigate risk and adhere to policies, procedures, and guidelines
Preferred Qualifications
- Annuity operations experience
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance