Life, Annuity, and Service Specialist - Entry Level
The Life, Annuity, and Service Specialist at Confidential Client supports members by assisting with life, annuity, and health insurance product inquiries and transactions, ensuring accurate and compliant service delivery. This entry-level role focuses on building member relationships, applying foundational product knowledge, and utilizing sales techniques to meet member needs while upholding Confidential Client's service and risk management standards.
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.
What You’ll Do
Confidential client is hiring an entry-level Life, Annuity, and Service Specialist to provide excellent customer service for life, annuity, and health products. This role is based in Phoenix, AZ and supports members by resolving service requests, processing policy changes, and identifying member needs.
- Acquire and apply foundational knowledge of life insurance, health insurance, and annuity products to assist members across channels.
- Ask targeted questions to understand members’ requests, document relevant information, and capture life-event details.
- Use available tools to process transactions accurately and compliantly, minimizing transfers, escalations, and callbacks.
- Recognize cues and recommend additional products or services when appropriate; use basic sales techniques to overcome objections.
- Follow risk, compliance, and quality policies to ensure activities are identified, measured, monitored, and controlled.
Minimum Qualifications
- Up to 1 year of relevant customer service or sales experience.
- Ability to prioritize and multi-task across multiple business applications (Windows OS familiarity preferred).
- Strong interpersonal and verbal/written communication skills.
- Willingness to complete a job-related assessment, if required.
- Demonstrated ability to learn and apply new concepts quickly.
Preferred / What Sets You Apart
- At least 6 months of life insurance and/or annuity service experience.
- Bachelor’s degree in Accounting, Finance, General Business, or related field.
- Current Group 1 Life/Health license.
- 2+ years of customer contact experience in a call center environment where multi-tasking is required.
- Experience cross-selling or upselling financial products.
- U.S. military service, or spouse/domestic partner of active-duty military.
Work Model, Location & Logistics
- This is a full-time, on-site role at the Phoenix, AZ campus with the expectation to be in the office 5 days per week. There may be an opportunity to move to a hybrid schedule consistent with business needs and applicable policy.
- Relocation assistance is not available for this position.
- Confidential client does not provide visa sponsorship for this role. Please do not apply if you will require immigration support now or in the future (e.g., H-1B, TN, OPT).
Compensation & Benefits
- Salary range: $43,680.00 - $59,980.00 per year (range provided by the confidential client).
- Eligible employees may receive pay incentives subject to performance and board approval.
- Benefits include comprehensive medical, dental, vision, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off plus holidays, volunteer time, and various wellness programs. Career development and continuing education resources are available.
Why Join
- Work with a mission-driven organization in Customer Services dedicated to financial security for members.
- Receive paid training and development to build product knowledge and customer service skills.
- Join a collaborative culture that values integrity, loyalty, and service.
Notes & Legal
- This posting will remain open until the position is filled; interested candidates are encouraged to apply promptly.
- The confidential client is an Equal Opportunity Employer and will consider applicants without regard to protected categories under law.
- This listing complies with applicable US hiring laws for the location(s) posted; any state-specific disclosures provided by the client are reflected above (salary, visa/relocation).
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.
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