Annuity Specialist

Globalchannelmanagement
Tampa, FL
Category Insurance
Job Description
Annuity Specialist needs 3-5 years of experience in US import & logistics, with a strong understanding of annuity product structures and surrender schedules. The role requires excellent communication and analytical skills, as well as the ability to simplify complex financial concepts for clients.

Requirements

  • Proven experience with fixed and fixed index annuities
  • Strong understanding of surrender schedules and annuity product structures
  • Ability to simplify complex financial concepts for clients
  • Excellent communication, organization, and analytical skills
  • Self-motivated and proactive in identifying client opportunities
]]>