Annuity Premier Care Consultant

Job Description

Job Description

Location : Hybrid

Company Introduction

At Revol One Financial® we offer a unique and exciting opportunity be on the ground floor of a startup that will upend the industry by being a refreshingly straight forward insurance company. Do you like to make quick decisions? Influence projects and outcomes? Be empowered to make decisions? We work differently and have a collaborative, fun, casual culture with none of the entanglements and roadblocks of a typical corporate environment. As a Annuity Premier Care Consultant of Revol One Insurance, you will have the chance to mold & shape a critical area of Operations, work closely with leadership, work on numerous cross- function projects and wear multiple hats, all of which will be an excellent learning experience and provide opportunities for significant professional growth.

Revol One Mission & Core Values

Our Mission is to revolution how people feel, think and experience retirement solutions.

Our Core Values

Lead with Trust & Integrity – We walk the talk. Living with integrity means our actions always match our words.

Treat others with Respect & Humility – We value every individual. We respect and care for each fostering a supportive and empathetic workplace culture.

Always be Genuine, Honest & Transparent – We know what we are and what we are not. We let honesty and transparency guide our decisions and actions, ensuring we stay true to who we are.

Own Your Entrepreneurial Spirit – Everyone acts like an entrepreneur. We take initiative, own our actions, and drive innovation.

Embrace Fun & Flexibility – Agility and positivity defines us. We embrace the fun in everything we do staying nimble and enthusiastic.

We are One Revol One Financial – We Can, and we Will succeed together. We face challenges head on with determination and commitment, confident in our ability to succeed.

Annuity Premier Care Consultant

The Annuity Premier Care Consultant will coordinate agent onboarding, commissions, new business, suitability, post-issue and claims at Revol One. You will be responsible for cross-functional duties across all service areas, enabling an end-to-end completion of processes and creating an exceptional experience for Agents and clients. The role will require collaboration among team members in a small team environment, where every individual will be critical to the team’s overall success.

Building relationships with our agents / producers will be crucial to differentiate Revol One as a preferred partner. The Customer Care team will be the foundation to creating this partnership and exemplifying Revol One as a company that : completes work end-to-end quickly, does what we say we’ll do, creates a positive and friendly experience for all our customers, and resolves any problems that occur along way.

Major Duties & Responsibilities

Answer calls, emails, and chats from Agents and clients, responding to inquiries and requests accordingly.

Holistic ownership of a superb agent experience using soft skills and a positive attitude.

Become an expert in our best-in-class technology platforms to provide an unprecedented technology experience to our customers, showcasing our capabilities.

Participate in design, testing, and evolution of our technology.

Process transactions in a timely manner, ensuring operational excellence.

Use sound judgement in decision-making, resulting in positive customer experience and mitigating risk to Revol One and our clients.

Exercise compliance-centric awareness to safely do right by our customers

Adhere to productivity and efficiency metrics and goals.

Any other duties assigned.

Skills, Experience & Qualifications

Advanced knowledge in annuity operations and the insurance industry.

Strong orientation to teamwork and partnering, internally and externally.

Ability to manage / execute multiple tasks / workstreams simultaneously, work under pressure, remain focused in a fast-paced start-up environment.

Ability to grasp complex concepts and apply them.

Experience with delivering high-quality outputs and customer experiences.

Ability to thrive in an environment of autonomy, ambiguity, and minimal bureaucracy or “red tape.”

Sound judgment, financial acumen, high attention to detail

Innovative thinking, strong people skills, relationship building.

Excellent communication & presentation skills

High energy individual that takes initiative - has ability to work independently and handle ambiguity.

Revol One Financial® is the marketing name for Revol One Insurance Company. Revol One Insurance Company is responsible for its own financial and contractual obligations. Revol One Insurance Company is not authorized to conduct business in the state of New York.

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