Fixed Annuity Specialist

Thank you for your interest in a career at Regions. At Regions we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results dedicated to quality strength and integrity and possess the drive to succeed then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates consultants and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes sold or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions Retention Schedule for a minimum of three years. You may review modify or update your information by visiting and logging into the careers section of the system.

At Regions the Fixed Annuity Specialist processes fixed annuity documentation received from agents in the branches in an accurate and timely manner.

Primary Responsibilities

• Reviews processed paperwork for accuracy and completion

• Maintains and prioritizes work flow in accordance with internal procedures

• Communicates with agents and branches as needed for additional documentation resolution of systemissues and follow up

• Analyzes data to determine answers to questions from licensed agents and Financial Advisors related to existing annuity accounts and product information

• Refers unresolved agent/customer grievances to designated departments for further investigation/review

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

Requirements

• High School Diploma or GED

• Ability to work overtime on an as needed basis

Skills and Competencies

• Excellent verbal and written communication skills

• Great customer service skills

• Proficiency in Microsoft Office Suite

• Strong attention to detail

• Strong organizational skills

Position Type

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience skills knowledge contribution job location and most importantly performance in the job role. As these factors vary by individuals pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

Median:

Incentive Pay Plans:

Benefits Information

Regions offers a benefits package that is flexible comprehensive and recognizes that one size does not fit all for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time

• 401K with Company Match

• Medical Dental and Vision Benefits

• Disability Benefits

• Health Savings Account

• Flexible Spending Account

• Life Insurance

• Parental Leave

• Employee Assistance Program

• Associate Volunteer Program

Please note benefits and plans may be changed amended or terminated with respect to all or any class of associate at any time. To learn more about Regions benefits please click or copy the link below to your browser.

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