About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Customer Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This role supports Financial Advisors, their assistants, and internal business partners in the purchase and processing of annuities via an Annuity Order Entry platform. You will be part of a specialized customer service team handling a high inbound-call volume and focused on providing accurate, timely, and compliant support.

Primary responsibilities include:

• Handle 100% inbound calls (approx. 40–50 calls/day) from Financial Advisors, their assistants, and internal partners.
• Support annuity application processing, corrections, and related issue resolution on the Annuity Order Entry system.
• Provide clear, up-to-date information on annuity products, policies, and system navigation.
• Document interactions and resolutions thoroughly and in compliance with internal procedures.
• Escalate complex or compliance-related issues to appropriate teams and collaborate for timely resolution.
• Maintain and expand working knowledge of annuity products and platform processes.
• Adapt to operational or compliance changes and share improvements with the team.

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What We’re Looking For

We seek customer-focused problem solvers who thrive in fast-paced environments and deliver a high-quality client experience.

Required / preferred qualifications:

• 2+ years of customer service or client support experience (call-center experience strongly preferred).
• Strong verbal and written communication skills.
• Excellent problem-solving and analytical skills; attention to detail.
• Ability to perform under pressure and meet deadlines while following established schedules.
• Comfortable working in a structured, high-volume inbound call environment.
• Bachelor’s degree or equivalent preferred.
• Experience in financial services, investments, or annuities is a plus.
• Licenses/certifications preferred: SIE; Series 6 and/or Series 7.
• Familiarity with MS Office and common CRM/platform tools is helpful.

Soft skills and team fit:

• Collaborative team player who supports peers and escalates appropriately.
• Client-first mindset with a focus on accuracy and compliance.
• Willingness to learn product and process details and share knowledge.

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Compensation & Benefits

• Pay: $24.13 per hour (hourly rate disclosed per applicable California pay-transparency guidance).
• Employment type: Contract-to-hire; full-time.
• If eligible, benefits for this role may include:
  • Medical, dental & vision
  • 401(k) retirement plan (pre-tax and Roth options)
  • Life insurance options, short- and long-term disability
  • Health Savings Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time off / leave (PTO, vacation, sick leave)
• Additional benefit eligibility may depend on job classification and length of employment.

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Location & Schedule

• Location: San Diego, CA (hybrid workplace; some on-site attendance required).
• Schedule: Customer Service Center hours with a structured schedule; position focuses on inbound call coverage.
• This role is based in San Diego, CA and may require adherence to client-specific Hours of Operation.

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How We Work

Careertakes follows third-party recruiting best practices to support a fair and efficient process. If you move forward, you’ll engage with our recruiting team and, when appropriate, our client’s hiring managers. Careertakes screens candidates for alignment with the role and shares qualified applicants with the client for final consideration.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.