Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
We are looking to add top talent to our Baptist Hospitals of Southeast Texas team.
Join us in performing Sacred Work!
Competitive benefits are offered including:
Matched Retirement Plan
Paid Time Off
Comprehensive Benefit Plan – Medical, Dental, Vision and Much More!
Summary/Objective
The Assistant Director of Philanthropic Services reports directly to the Director of the Foundation and is responsible for assisting with managing the institution’s largest, most complex foundation donors and developing new to ensure continued growth and community awareness of hospital foundation.
Essential Job Duties
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Responsible for organizing and leading all capital campaign efforts under the direction of Foundation Director.
Developing relationships with key community members and potential donors through multiple points of contact including private and public community forums.
Oversees the hiring and management of potential future Foundation staff.
Lead Foundation digital marketing efforts including all approved social media platforms in coordination with hospital marketing/ communications team.
Managing all foundation finances including bookkeeping activities.
Required Education and Experience
Bachelor’s degree in related field required
Strong communication and marketing skills
Experience in leading fundraising events
Self motivated
Flexible work schedule to meet the needs of the foundation and organization - will include some nights and weekends.
Preferred experience with volunteer organizations in a leadership role (Management, Chair, or Co Chair)
Preferred experience in supporting major gift or capital campaign fundraising.
Required License/Certifications
N/A
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