Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, ÀÖ²¥´«Ã½ÊÓƵ offers resources and products designed to meet your personal and family goals.
Support your workforce with innovative employee benefits and retirement solutions. ÀÖ²¥´«Ã½ÊÓƵ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.
Simplify complex retirement and pension risk management with our tailored solutions for large organizations. ÀÖ²¥´«Ã½ÊÓƵ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.
Empower your clients with confidence by leveraging ÀÖ²¥´«Ã½ÊÓƵ’s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.
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Individuals
Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, ÀÖ²¥´«Ã½ÊÓƵ offers resources and products designed to meet your personal and family goals.
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Employers
Support your workforce with innovative employee benefits and retirement solutions. ÀÖ²¥´«Ã½ÊÓƵ partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.
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Institutions
Simplify complex retirement and pension risk management with our tailored solutions for large organizations. ÀÖ²¥´«Ã½ÊÓƵ specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.
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Financial Professionals & Brokers
Empower your clients with confidence by leveraging ÀÖ²¥´«Ã½ÊÓƵ’s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.
Discover Cory Davis' inspiring career path and achievements in Customer Service at ÀÖ²¥´«Ã½ÊÓƵ.
Starting in advisor services, Cory Davis' journey has been marked by continuous growth and a commitment to excellence. Over the past nine years, he has transitioned through various roles, each time enhancing his skills and making significant contributions. Now, as a Customer Service Supervisor, Cory leads with empathy and dedication, ensuring that every customer feels valued and heard. In this interview, Cory shares about his career path, proudest achievements, and the community he’s found at ÀÖ²¥´«Ã½ÊÓƵ.
Can you share about your career path to Customer Service Supervisor at ÀÖ²¥´«Ã½ÊÓƵ?
After I graduated with a degree in communications, I wasn’t sure how I would use it to build a career. A family friend who worked at ÀÖ²¥´«Ã½ÊÓƵ encouraged me to apply to a job opportunity in advisor services. I interviewed, was hired, and I’ve been with the company for nine years now.
My career journey began on the field financial coordinators team, where we engaged with ÀÖ²¥´«Ã½ÊÓƵ’s financial producers over the phone. Along the way, I participated in leadership courses provided by ÀÖ²¥´«Ã½ÊÓƵ and transitioned to the contracts and commissions team. After a few years on that team, I had the opportunity to apply for my current role as a supervisor of the first team I joined as an early career professional—a full-circle moment that feels incredibly rewarding.
What achievements are you most proud of in your career at ÀÖ²¥´«Ã½ÊÓƵ?
When I was on the Contracts and Commissions team, there were a couple of processes that I was able to directly impact. I played a significant role in the early days of implementing Salesforce. Working directly with our producers, I gained field-level insights into how the system impacted data requirements.
I am also proud of my work helping transition pay systems, aiming for a more integrated approach. I played a key role in ensuring the smooth transfer of data and integration with other systems, ultimately ensuring accurate payments for everyone. This work had a positive impact on our entire organization, and it’s amazing to see how far we’ve come.
What characteristics make an outstanding customer service professional?
Empathy is crucial, but so is providing clear instructions. Often, customers want to express their needs, and it’s our job to listen carefully. We must identify the right questions to ask so we can guide the conversation to a successful resolution. Ultimately, our goal is to ensure that whoever we’re speaking to feels genuinely cared for. Sometimes, customers may have dealt with other companies where they felt misunderstood. Our ability to address their needs promptly and make them feel heard is what sets ÀÖ²¥´«Ã½ÊÓƵ apart.
What do you enjoy most about working at ÀÖ²¥´«Ã½ÊÓƵ?
The people – 100%. I find it remarkable that my original team, hired almost nine years ago, still works at ÀÖ²¥´«Ã½ÊÓƵ. Our close-knit customer service team feels like a family. ÀÖ²¥´«Ã½ÊÓƵ treats its employees exceptionally well and that’s a big reason why I’ve chosen to work here for the past nine years.
What’s your favorite way to strike a good work life balance?
I’m an avid gym-goer and play Sunday Adult League Baseball. I try to get out of the house, especially now that I have a one-year-old daughter. We often head to the park, where she can run around and enjoy the outdoors. We’re lucky to have the beach nearby, so we try to spend as much time there as possible.