Share this Job

Annuity Escalation Support Analyst

Req Id:  2887
Job Location: 

Charlotte, NC, US, 28277

Brighthouse Financial is on a mission to help people achieve financial security. As one of the largest providers of annuities and life insurance in the U.S., we specialize in products designed to help people protect what they’ve earned and ensure it lasts. We are built on a foundation of experience and knowledge, which allows us to keep our promises and provide the value they deserve.


At Brighthouse Financial, we’re fostering a culture where diverse backgrounds and experiences are celebrated, and different ideas are heard and respected. We believe that by creating an inclusive workplace, we’re better able to attract and retain our talent, provide valuable solutions that meet the needs of our advisors and their clients, and deliver on our mission of helping more people achieve financial security. We’re seeking passionate, high-performing team member to join us. Sound like you? Read on. 


How This Role Contributes to Brighthouse Financial:

The Annuity Escalation Support Analyst will align directly to a Divisional Sales Manager and their Internal and External Wholesalers to provide support on all escalations submitted from wholesalers on behalf of financial professionals and firms. Escalations will include, but not limited to, new business, licensing, post issue, and claims transactions. This role will be within Enterprise Operations but strongly partner with our distribution organization.


Key Responsibilities:

  • Partner with Wholesalers, Divisional Sales Manager, and Head of National Annuity Sales to provide escalation services for new business, licensing, post-issue, and claims transactions
  • Support our distribution business by working directly with our Third-Party vendor, Alliance-One, on all annuity escalations
  • Research and resolve wholesaler and financial professional service-related issues and all other inquiries while providing an excellent financial professional experience
  • Full accountability and ownership of problems until resolution
  • Other duties as assigned


Essential Business Experience and Technical Skills:

  • 3+ years of annuity industry experience preferred but not required
  • Customer service experience
  • Able to communicate clearly and concisely
  • High degree of professionalism
  • Conscientious and detail oriented
  • Ability to work on a tight timeline with a sense of urgency
  • Ability to work independently and collaborate in a team environment
  • Expected to maintain a thorough knowledge of existing, new and enhanced annuity products to provide escalation support
  • Bachelor's degree preferred
  • Must currently hold FINRA SIE, Series 6 or 7 or the ability to obtain


Our Benefits:

  • Time Off: Minimum of 20 days of paid time off and 13 paid company holidays per full calendar year, plus paid volunteer time
  • Financial Benefits: 401(k) savings plan with up to a 6% annual match and 3% annual company nondiscretionary contribution of eligible compensation, annual incentive plan, and employee stock purchase plan
  • Family Focus: Up to 16 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, and adoption and surrogacy assistance
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with potential company contributions up to $1,000 per family
  • Wellness Programs: Wellness incentive platform, employee assistance program, financial counseling services, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability



Charlotte or Remote





Number of Openings:


Nearest Major Market: Charlotte

Job Segment: Information Technology, Help Desk, Claims, Technology, Insurance