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Annuity Experience Consultant

Columbus, OH · Hybrid

Industry designations (e.g., CPCU, ARM, CLU, FLMI, ChFC, CFP, NASD, etc.) preferred. Experience: Typically, eight years of relevant experience in a related industry. Knowledge, Abilities and Skills:

Manulife

Advanced Markets Consultant

Delaware, OH · On-site +1

M., MBA, CPA, CFA, CFP, CLU, or ChFc) * 5-7+ years of experience in life insurance or financial services with a focus on advanced markets, premium finance, estate planning, business planning, or ...

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How much do clu jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for clu in the United States is $40.87, according to ZipRecruiter salary data. Most workers in this role earn between $24.04 and $52.88 per hour, depending on experience, location, and employer.

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A map of the United States highlighting the number of Clu job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Clu job openings in each state, with New Jersey having the most at 1 and Hawaii the least at 0.

Financial Customer Service Representative

Pyramid Corporation

Columbus, OH • On-site

Other

Posted 23 days ago

Job description

Financial Customer Service Representative

Immediate need for a talented Financial Customer Service Representative with experience in the Insurance Industry. This is a 12+ months contract opportunity with long-term potential and is located in Columbus, OH.

Key Responsibilities:

  • Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information on system.
  • Follow-up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
  • Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cashouts. Requests additional information when necessary.
  • Compiles management information such as contract and sold case activity as needed by internal management.
  • Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies through oral and written communications. Maintains appropriate records.
  • Approves and processes business in accordance with government regulations, contract provisions, and internal procedures and controls.
  • Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
  • Researches and corrects errors.
  • Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
  • Performs other duties as requested.

Key Requirements and Technology Experience:

  • Four years work experience. Work experience with undergraduate studies preferred. Knowledge: General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
  • Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
  • Basic knowledge of contract law and the tax ramifications.
  • Ability to prioritize own work within standards.
  • Effective written and oral communication skills to interact with customers, team members, and management.
  • Decision making skills necessary for customer contacts.
  • Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
  • Decision making skills necessary for problem identification and correction.
  • Ability to coordinate and conduct, direct or lead a project or the training of team members.
  • Proven ability to operate a CRT and PC.
  • High school studies.
  • Undergraduate studies desirable.
  • Participation in technical coursework such as LOMA, CLU, ChFC desirable.
  • NASD series 6 and/or 26 preferred, and may be required based on assigned product/line-of-business or distribution system.

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