Annuity Plan Services Representative IV
MetLife - Charlotte, NC

This job posting is no longer available on MetLife. Find similar jobs:Annuity Plan Service Representative jobs - MetLife jobs

Job Location

Charlotte, NC

Job Description

Annuity Operations associate responsible for processing of Plan Level Transactions, Plan Audit fulfillment, Full Service Plan administration, SPARK File management, and Plan Level database maintenance

Functional Responsibilities:
Process Plan Level transactions including Plan Terminations on Annuity Operations Plans

Fulfill Plan Audit Requests, including Schedule A & C information

Process Full Service Plan Billing

Maintain various Plan Services databases

Direct Communication both written and verbal with Plan Sponsors, TPAs, Advisors, Consultants, and participants.

Complete ad-hoc report requests. (Experience with SAS report request tool or similar applications a plus.)

Performs other duties as assigned.

Supervisory Responsibilities: None. May provide guidance to other members.

Position Requirements:
3-5 years of related work experience.

Bachelor’s degree in related field or equivalent experience.

FINRA Series 6 required.

Competencies: communicated effectively, focuses on customer, organizational skills, demonstrated technical and functional expertise, detail oriented and uses sound business judgment.

Business Category

Americas Region

Job Category
Financial Services

Salary Grade


Number of Openings


Equal Employment Opportunity
MetLife is proud to be an equal opportunity/affirmative action employer. We are committed to attracting, retaining and maximizing the performance of a diverse and inclusive workforce.

How To Apply
For immediate consideration, click on the Apply Now button below. You will be directed to complete an on-line profile which may take 15 – 20 minutes to complete. Upon completion, you will receive an automated confirmation email verifying you have successfully applied to the job.