Annuity Insurance Associate

Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America Req #525
Thursday, December 10, 2020
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.

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.


Responsibilities Include:


An Annuity & Insurance Associate is primarily responsible for the processing of annuity and insurance business to support Janney Financial Advisors. They will also be required to distribute FA commissions generated by these business activities. The position requires research, attention to detail, customer service, and ability to work well in a fast pace environment.

Daily responsibilities include, but are not limited to:


  • Providing exceptional support to Janney branches

  • Researching and analyzing data

  • 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


    Required Experience:

  • Bachelor’s Degree or equivalent experience in operations/financial industry

  • FINRA Series 7 or Series 99 license is a plus but not required

  • 2 years of related experience in annuities and insurance and/or investment industry knowledge strongly preferred

    Required Skills:

  • High degree of accuracy and attention to detail

  • Ability to accurately distribute FA commissions under strict time constraints

  • Strong initiative and time management skills

  • Ability to work well in a fast paced environment and meet critical deadlines

  • An effective team player that works well under pressure and interacts appropriately with others

  • Strong written and oral communication skills

  • Technically proficient in Word and Excel

  • Knowledge and/or experience using SQL preferred

  • Excellent Client Service skills

  • Ability to demonstrate Janney values

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.

Other details

  • Pay Type Hourly
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America