Financial Services Representative

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.

They 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!

Role: Financial Services Representative - Annuity New Business
Pay Rate: $19 per hour, paid weekly
Location of Assignment: Grandview Heights, 1000 Yard Street, Columbus, OH

• Training: In-person for the first 3 weeks, Monday–Friday, 8:30 AM – 5:00 PM

• Post-Training: Hybrid schedule with
  2 days onsite / 3 days remote
• Work Schedule: 10:30am – 7pm EST
• Assignment Length: 4-6 months, potential for extension/conversion pending attendance, performance and business need
• Target Start Date: 08/17/2026, upon completion of new hire onboarding

Role 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 requirements
• Accurately key and issue new annuity contracts within established timelines
• Prepare and distribute LOA packets
• Communicate effectively via email and phone with internal business partners
• Collaborate closely with underwriting, operations, and other internal teams
• Maintain consistency, accuracy, and quality across all assigned work
• Identify and resolve routine issues using basic problem-solving techniques

Qualifications

Education:

• High school diploma or equivalent required
• Recent degree in finance, business, insurance, economics, or communications preferred

Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.

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