Associate

Group 1001

is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture.

Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes.

This goal extends to how we hire and onboard our most valuable assets our employees.Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued.

Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team.

Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

Summary : The Elite Associate uses their knowledge of the annuity marketplace, our Products and Services, and our product features to assist top-producing advisors, as well as internal and external business partners, to create an ease of doing business with Delaware Life.

This position works closely with a TPA-Third Party Administrator, Delaware Life Distribution, and Operations to ensure that intermediary customers’ needs are met, and an outstanding advisor and partner experience is achieved.

Main Accountabilities : Receive inbound call and / or email inquiries from a select group of advisors, various broker / dealer back-office support team members, and our external wholesaling partners provided with a dedicated toll-free number and email addressProvide outbound call and email support in effort to serve as the intermediary for the advisors and partners to resolve any escalations, issues, or needsRespond to service referral requests from the internal sales desks of our wholesale Delaware Life Sales Distribution organization, our external wholesaling partners, as well as the Distribution Relationship Management TeamEstablish strong working relationships with both existing and prospective advisors, internal and external partnersInteracts with advisors to explain benefits and features of productsProvide information regarding contract values, contract status updates, withdrawals, fund performance, outstanding issue requirements, 1035 exchanges, IRA and Qualified Plan transfers and rollovers, agent licensing, and commissionsProvide technical support regarding contract structuring, death benefits / options, taxation, cost basis, investment fund choices and administrative formsProcess exchanges between sub accounts and changes to future allocationsProvide contract (to be issued) status updates to external wholesaling partners and advisorsMake recommendations regarding procedure changes and product and system enhancements that will continue to enhance the overall advisor and partner experienceActs as a point of contact for escalated service inquiries, working closely with TPA-Third Party Administrator, and Delaware Life Operations to solve problems and make doing business with Delaware Life as easy as possibleAssist in special projects,

relationship-building

programs and future program enhancements for the Elite Partners advisors, as neededQualifications : Requires strong organizational skills.

Candidate must be detail orientatedExcellent communication skills both oral and written, in a variety of settingsDemonstrates excellent time management skills and flexibility in a fast-paced, team environmentBackground in Operations / Financial Services experience preferredStrong working knowledge of Annuity Products, (Fixed, Fixed Index, and Variable)Familiar with CRM Systems, such as Salesforce.

comExcellent client-focus; ability to establish and maintain effective relationships with advisors and business partnersAbility to learn quickly when facing new challenges;

extract lessons learned from mistakes, and apply them accordinglyCollege degree preferred, or 3 years of equivalent experience requiredAbout Us

Our Story, Our Brand

Group 1001 is a long-standing, nimble, and tech-driven financial services enterprise established on deep industry expertise and reliable delivery of long-term value through empowering its customers, employees, and communities.

Leveraging upon its record of building successful businesses and strong operating fundamentals, Group 1001 powers the next generation of insurance businesses with useful and intuitive solutions and products accessible to everyone.

Group 1001 invests in strategic partnerships as part of our mission to transform communities through sports and education.

Group 1001 offers Benefit Plans and Programs which provide comprehensive coverage with a full range of plan choices.HEALTH AND WELLNESSMedical, Dental, and Vision Insurance for Employees and DependentsDisability and Life Insurance BenefitsFlexible Spending Account (FSA)Comprehensive Counseling and Financial / Legal Resource ProgramWORK-LIFE BALANCEGenerous Paid Time OffPaid HolidaysBereavement, Jury Duty, and Disability LeaveRemote Work Opportunities Available for Some RolesCompany Matching Gift Program for Community Volunteering and DonationsFINANCIAL WELLBEINGCompetitive CompensationEXTRASFitness Centers (Certain locations)Locker-RoomsWellness Program Reimbursement IncentiveIntroduce Yourself

Not finding the right fit?

Let us know you're interested in a future opportunity by clicking

Get Started

below

create an account

by clicking 'Sign In' at the top of the page to set up email alerts as new job postings become available that meet your interest!

J-18808-Ljbffr

Last updated : 2024-04-05