Annuity Insurance Associate

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.  We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

Janney is looking for a new team member to join the Annuity and Insurance Operations Department. This position offers the opportunity to learn how to effectively lead projects and develop stronger interpersonal skills, as well as become highly knowledgeable in the area of Annuities and Insurance.

A strong candidate will transition seamlessly between tasks that require a keen eye for detail and provide exceptional client service to Janney’s financial professionals in the branch. In addition to their core daily responsibilities, the ideal candidate would be able to run small projects, and identify and implement process improvements.

 What you are good at: 

• Analytical Ability – Able to effectively review information and data in order to identify issues and opportunities

• Communication – Must be able to effectively communicate verbally and in writing amongst all levels across the firm
• Time Management – Working efficiently and planning how to divide your time between different tasks and projects
• Building Relationships– Connecting with others in a way that fosters trust and creates collaborative relationships

Responsibilities:

• Providing exceptional client service
• Utilize analytical skills to identify possible process and workflow enhancements
• Performing reconciliation functions
• Corresponding with Financial Advisors, insurance carriers, and outside vendors
• Collaborating effectively with other operations teams to solve issues
• Supporting onboarding of new financial advisors
• Working closely with teammates to balance workload
• Leading and joining small projects both within and outside the team
• Designing, testing, and implementing system enhancements to improve workflow and overall client experience

What you have:

• High degree of accuracy and attention to detail
• Self-directed with an ability to prioritize and organize work assignments and multi-task effectively across various projects
• Ability to identify opportunities for improvement
• Efficient problem-solving skills with an ability to provide solutions in a pro-active, timely manner.
• An effective team player
• Strong written, verbal, and interpersonal skills
• Proficiency with Microsoft Office Applications and ability to quickly learn new systems and platforms when needed
• Ability to demonstrate Janney values

 Education and Experience:

• Bachelor’s Degree or equivalent experience in operations/financial industry
• FINRA Series 7 or Series 99 license is a plus
• 1-3 years of related experience in Annuities and Insurance and/or investment industry knowledge strongly preferred

This role will be hybrid, the individual will work approximately three days per week in-office. 

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.  We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Attracting, hiring, and retaining diverse talent is a priority for the firm.   We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds. 

Janney is dedicated to promoting and supporting diversity within our workplace.  We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.