Regions Bank Fixed Annuity Specialist - Birmingham, AL in Hoover, Alabama

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

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Job Description:

At Regions, the Fixed Annuity Specialist will process fixed annuity documentation received from the agents in the branches in an accurate and timely manner.

Primary Responsibilities

  • Reviews processed paperwork for accuracy and completion

  • Maintains and prioritizes work flow in accordance with internal procedures

  • Communicates with agents and branches as needed for additional documentation, resolution of system issues, and follow up

  • Analyzes data to determine answers to questions from licensed agents and Financial Advisors related to existing annuity accounts and product information

  • Refers unresolved agent/customer grievances to designated departments for further investigation/review

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.


  • High school diploma or GED

  • Attention to detail and organizational skills are a must

  • Some overtime on an as needed basis

  • Good communication and customer service skills

  • Proficiency with internet based applications


Hoover, Alabama


About Regions

At Regions, our culture focuses on five core values that are a commitment to how we will do business:

  • Put people first

  • Do what is right

  • Focus on your customer

  • Reach higher

  • Enjoy life

Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.