Role OverviewAnnuity Specialist needs 5+ years of experience with fixed and fixed index annuities, strong understanding of surrender schedules and annuity product structures, and ability to simplify complex financial concepts for clients.
What You Will Do
Evaluate current annuity holdings to identify upgrade or exchange opportunities, accurately calculate and explain surrender fees and implications to clients, and clearly communicate annuity mechanics and upgrade benefits in client-friendly language.
Why It Might Be a Fit
Self-motivated and proactive in identifying client opportunities, motivated by client success and long-term outcomes, and collaborative and professional in team and partner interactions.
Requirements
- Proven experience with fixed and fixed index annuities
- Strong understanding of surrender schedules and annuity product structures
- Insurance license (215) required
- Series 65 or equivalent a plus
- Experience with insurance carriers, IMOs, or broker-dealer platforms (preferred)
]]>