Annuities Research & Resolution Representative IV
MetLife - Charlotte, NC

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Job Location

Charlotte, NC

Job Description

Researches non-financial and financial annuity post issue transactions and products. Completes and creates correspondence relating to post issue transactions.

Functional Responsibilities:
Research complex financial and non-financial transactions

Authors original correspondence to clients, financial institutions, and government agencies regarding detailed contract inquiries, payment histories/account balances, contract provisions, and complaints, and forwards to appropriate departments.

Analyzes, research, and completes related correspondence for group annuity transactions including loans, withdrawals, hardships and fund transfers.

Performs other duties as required or assigned.

Supervisory Responsibilities:
None but may provide guidance to lower level staff members.

Key Competencies:
Expert in all facets of Post Issue

Expert working knowledge of Post Issue policies, provisions and transactions.

Expert knowledge of state and federal laws and company policies regarding post issue transactions.

Highly knowledgeable of the Company’s annuity systems.

HS Diploma or equivalent.

3-5 years of related work experience.

FINRA Series 6 license and 26 preferred

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
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