What are the responsibilities and job description for the Product specialist position at Insight Global?
Job Description
The role of the Product Specialist (Consultant) is responsible for handling inquiries and responding in a professional manner to clients and financial advisors regarding annuities and investments with Delaware Life.
This position will have access to on-line resources, systems, training materials, peers and various support teams. Delaware Life is committed to providing a high level of client service that meets our service level agreements while educating the client accurately on our products, procedures and regulations.
This position must be client focused : making sure that each client's needs are fully understood and taking the appropriate action to meet and exceed their expectations.
Skills and Requirements
- Series 6 license
- 2 or more years of client service experience
- Experience in Financial Services and / or insurance * Strong knowledge of annuity products
- BA / BS degree preferred, or equivalent experience required null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.
We are an equal employment opportunity / affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances.
If you need assistance and / or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
Last updated : 2024-02-24