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)
General Description
Client Services Director must have expertise formulating and instituting policies, procedures, and controls to assure efficient aircraft management for Solairus Aviation’s nationwide fleet. The Client Services Director is involved in all aspects of the flight department. During the onboarding of a new account, the CSD acts as a project manager as well as the recruiter for new employees. Client Service Directors are responsible for maintaining a strong relationship with the Client Aviation Manager while also performing various projects for the account. The CSD is responsible for proficient communication between the crew and all internal departments to ensure a high level of service to the client.
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