About the Role

Joining Gainbridge means stepping into a role that blends innovative technology with empathy to redefine customer experience in the life and annuity sector. As a Annuity & Customer Experience Specialist, you are at the heart of our operations, embodying our service commitment. Your role is crucial, extending beyond responding to inquiries; you provide comprehensive support and education, empowering Direct to Consumer (D2C) customers with the knowledge they need about our financial products. Demonstrating adaptability, empathy, and an entrepreneurial mindset, you will be a key player in delivering exceptional service at every interaction.

This is a remote position and it is required to be available to work from 2pm-10pm EST, 10am-6pm PST.

What You Will Do

• Possess a comprehensive understanding of Annuities and income strategies, such as Single Premium Immediate Annuities, Deferred Income Annuities, Fixed Deferred Annuities, Variable Annuities, Fixed Indexed Annuities, and Hybrid/Structured Annuities.
• Proactively solve problems, address customer inquiries, and guide customers through the application process, ensuring compliance with regulatory standards.
• Exhibit versatility and adaptability by managing diverse roles and responsibilities, responding effectively to shifting priorities and business needs to enhance team performance.
• Work collaboratively with internal teams to refine the customer experience, actively identifying and overcoming obstacles to customer satisfaction.
• Foster meaningful human connections by employing empathy to deeply understand and meet customer needs, leading to the provision of exceptional service experiences.
• Dedicate yourself to ongoing learning and development, staying current with industry trends and regulatory changes to continuously enhance service quality.

What We Are Looking For

• A minimum of 3 years of customer service experience, with a strong preference for backgrounds in financial services or annuities, showcasing a proven track record of flexibility and adaptability across various roles.
• Possession of an active Life and Health License in the current resident state, with the expectation to obtain FINRA Series 6 and 63 within 60 days of starting the position.
• Exceptional communication skills paired with meticulous attention to detail, and a data-driven, analytical mindset keen on understanding and enhancing processes.
• Bachelor’s degree or equivalent experience  

What We Value

• Team players who are collaborative, supportive, and can manage individual responsibilities while adapting to the team’s evolving needs.
• Individuals who are adaptable, proactive, and capable of juggling multiple roles and tasks.
• Self-starters with an entrepreneurial mindset, dedicated to innovation and excellence.
• Professionals who value diversity, excel at building relationships, and enhance the culture within and beyond our organization.
• A passion for helping people and a commitment to delivering exceptional service

Your Impact

As a pivotal member of our team, you will shape the customer experience and contribute to the broader company mission. Your role extends beyond answering calls and chats; it involves being a key player in a team that empowers and educates our customers, handling challenges with expertise and professionalism.

What we offer

● Competitive total compensation based on experience

● 401k match plus the usual medical, dental, vision, life, and disability benefits

● Generous vacation policy

● A challenging and fulfilling opportunity to join one of the most innovative teams in the fintech industry and help transform how insurance and annuity products are distributed today