Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Enterprise Job Description:
This job is responsible for maintaining annuity relationships by delivering specialized day to day service through a phone-based platform. Key responsibilities include providing guidance across the platform to support financial strategies; and setting clear expectations to ensure a smooth client experience. Job expectations include relationship deepening, collaboration with internal partners, and providing seamless continuation of their relationship with Bank of America.

Responsibilities:

• Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments

• Demonstrate knowledge of investments including annuities, financial markets, and apply key principles appropriately to the individual client's investment needs

• Adapt to client preferences using a conversational style

• Understand and proactively identify leading indicators of client attrition and mitigate

• Understand enterprise products and services beyond investments, and identify and refer where appropriate

• Consistently identify client opportunities and engage key partners as needed

• Ability to grasp and apply complex technical material quickly

• Maintain a high level of personal integrity and comply with enterprise policy and procedures

• Provides day to day phone-based service for U.S. client annuity relationships

• Discusses client financial wellbeing, including retirement planning, investment options, banking and lending needs

• Sets clear expectations to ensure smooth service delivery and positive experiences

• Deepens relationships

• Partners with internal team members to support seamless service and transitions

Required skills:

• Series 7 and Series 66 (or both the 63 & 65) are required

• Life, Health, and Variable Annuity Licenses required, or must obtain within 30 days

• Minimum of 2 year’s financial advisory or investment experience

• Passion for excellence and willingness to work to exceed client expectations

• Strong computer skills with an ability to multitask in a fast paced environment

• Bachelor's degree (business related discipline strongly preferred), or 2 years relevant work experience

Desired Skills:

• Capable of effectively operating in a team oriented and highly collaborative environment

• Successful experience and track record achieving operational excellence.

• Extraordinary interpersonal skills, a strong team orientation and resiliency

• Ability to effectively manage workload

• Superior client service proficiency including excellent verbal, written, and listening skills

• Financial services industry experience

• Strong understanding and ability to communicate the suite of enterprise products and services

Skills:

• Attention to Detail

• Critical Thinking

• Customer and Client Focus

• Oral Communications

• Trading

• Account Management

• Active Listening

• Decision Making

• Emotional Intelligence

• Result Orientation

• Client Experience Branding

• Client Solutions Advisory

• Prioritization

• Referral Identification

• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40