Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to more fully serve their clients and achieve better outcomes. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, we work with over 1,000 RIAs that collectively represent more than $2.6T in assets under management across two products — Flourish Annuities and Flourish Cash — and with our recent acquisition of Sora Finance, we’ll be adding a lending offering in 2026. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.
Read on if you are interested in joining a small, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.
You are a highly motivated and detail-oriented individual with a passion for learning, especially about financial services, insurance and technology. You are excited to work in a fast-paced environment where you can wear many hats and where your contributions directly impact the company's success. You are excited to contribute to every aspect of a growing organization, from optimizing the technology to helping us operate more efficiently.
About the RoleHundreds of billions of dollars in annuities are sold in the United States each year, yet adoption in the RIA space is almost zero. In 2024, we launched Flourish Annuities to address this challenge, leveraging a technology-driven insurance desk to bring annuities to the independent RIA space. We are looking for an Annuity Operations Associate to support our small but growing annuities team in their efforts to grow the business while providing signature, white-glove service.
In this role, you will support insurance agency operations for the Flourish Annuities business line. As our first Annuity Operations Associate, you will ensure all contract data and documentation is properly completed and loaded to the system in a timely manner, support all onboarding tasks for our new RIA firms, including processing forms and following up with our firm contacts to resolve any issues, and help our case management team resolve requests from advisors and clients related to their annuity contracts. To be effective in this role, you will need to learn and understand the unique needs of each of our products and how they intersect with our platform to effectively drive tasks from start to finish.
Responsibilities- Maintain client and contract data within our proprietary systems.
- Support RIA firm onboarding tasks including processing forms, tracking progress, and following up with firm contacts.
- Support the case management team with application completion.
- Collaborate with our case management team to research and resolve inquiries from advisors and clients related to existing annuity contracts.
- Update and maintain operational documentation and process flows.
- Identify opportunities to improve operational efficiency and accuracy, contributing to the development and documentation of new processes and procedures.
- Assist in testing new features and functionalities of our platform, providing valuable feedback to our product and engineering teams.
- Bachelor's degree or equivalent practical experience.
- 2+ years of experience in financial services operations, customer service, or a highly detail-oriented administrative role.
- Comfortable learning and adapting to new technology platforms and software quickly.
- Meticulous and accurate in all tasks, with a strong focus on data integrity.
- Eager to take initiative, learn new things, and contribute to a fast-paced environment.
- Collaborative mindset with a willingness to support colleagues and contribute to a positive team culture.
- Comfortable working in a dynamic environment where priorities can shift quickly.
- Basic understanding of financial products, particularly annuities and life insurance
- Insurance or FINRA Series 7 license
- Experience working within the insurance industry or at financially regulated companies
At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.
Base Salary Range: $54,400 - $68,500 plus bonus
Disclosures:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
What the Team is Saying
What We Do
Flourish provides innovative access to financial products that help advisors secure their clients’ financial futures. We work with over 900 wealth management firms that collectively represent more than $1.6 trillion in assets under management across two products: Flourish Annuities and Flourish Cash — with additional exciting products in the works.
Headquartered in New York City, we are an independent subsidiary of MassMutual Life Insurance Company (MassMutual).
Please visit flourish.com for more information.
The Flourish business is owned by MassMutual. Flourish Financial LLC and Flourish Digital Assets LLC are indirect, wholly-owned subsidiaries of MassMutual.
Flourish Cash is offered through Flourish Financial LLC. Flourish Annuities is offered through Flourish Technologies LLC and Flourish Insurance Agency LLC.
Why Work With Us
As a 90+ person company backed by MassMutual, we have the unique ability to operate like a startup while benefiting from the stability of a Fortune 500 company. That backing allows us to focus on what we do best: dreaming up new products, gathering client feedback, writing code, debating our roadmap, and hiring an incredible team.
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Flourish Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We’re mostly NYC based and come into the office on a hybrid schedule (Tuesday to Thursday), where we enjoy team lunches and our spacious outdoor terrace.
