Raymond James
This role provides support to the Annuity Care Department by facilitating the processing of annuity applications submitted by financial advisors and agents. The specialist coordinates requirements gathering, communicates with carriers and advisors, and resolves issues to ensure client satisfaction. The position involves reviewing applications, managing deadlines, and maintaining accurate records within the department.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Raymond James.
Raymond James didn’t post a salary, so this is our estimate from similar listings.