ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
Trajan Wealth LLC
The Client Services - Annuity Specialist is responsible for processing new annuity account applications, activating income riders, and managing the full annuity case lifecycle. This role involves liaising with carriers to track policy status and providing clients with policy updates. The position is fully on-site in Scottsdale, Arizona.
Trajan Wealth provides expert financial planning and wealth management services. Contact us today for a free consultation and reach your financial goals.
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
View leadership team, funding history,
and employee contacts for Trajan Wealth LLC.
6% below the average for this role
Annuity Case Manager
Hub International
Annuity Associate
Reliance Standard Life Insurance Company
Annuity Processing Specialist
Fifth Third Bank
Annuity Solutions Consultant
Careers
Executive Director – Annuity Product Strategy & Income Solutions
JPMorganChase
Executive Director – Annuity Product Strategy & Income Solutions
JPMorganChase