Reporting Specialist
Annuities Information Specialist
Jr. Administrative Assistant
Customer Service Representative
Debt Mediator

Reporting Specialist
Are you looking to establish yourself in a company that recognizes a good candidate when they see one? Do you want to work for a high profile company? We are working with the company that can help you out! A Fortune 500 Financial Institution specializing in Life Insurance, Annuities and Mutual Funds is currently seeking a sharp individual interested in starting a career with a wonderful organization that promotes from within! We are joining with this company to search for excited candidates that will appreciate a GREAT opportunity to get their foot in the door with a company that will help guide their future career goals! They are currently seeking a Reporting Specialist to add to their team.
The qualified professionals will be responsible for, but not limited to:
• Support the Sales Reporting team
• Maintain and Update the Mutual Fund and Variable Annuity agent Database (Pivotal)
• Research unassigned mutual fund sales
• Identigy agent information to ensure accurate allocation of all sales
• Assist in the preparation of special projects
• Proficient in Word, Excel and PowerPoint
• Ability to work with Pivot Tables
• Excellent communication skills
Bonus, medical/dental insurance, 401K
Apply: Please attach your resume and name of the opportunity you are applying for to: rec@innstaff.com
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Annuities Information Specialist
A Fortune 500 Financial Institution specializing in Life Insurance, Annuities and Mutual Funds is currently seeking a sharp individual interested in starting a career with a wonderful organization that promotes from within.
The qualified professionals will be responsible for, but not limited to:
- Answer incoming calls from internal clients and brokers regarding variable and fixed annuities
- Provide information about the companies products
- Technical support on contracts
- Assist the brokers with sales literature
- Make recommendations on changes with regards to procedures and products
- Bachelor’s Degree
- Time management skills
- Ability to work in a fast pace environment
- Phenomenal communication skills
- Strong willingness to learn
Newport Beach and Foothill Ranch
Company pays for Series 6 test, rich benefit package
Apply: Please attach your resume and name of the opportunity you are applying for to: rec@innstaff.com
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