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Exciting start-up opportunity for technical expert in fixed and indexed annuity products! Will have effective in-depth conversations with Advisors and help educate them on the nuances of annuity products and Case Design. Ideal Candidate will be a Case Design Partner at an IMO. Strong annuity product experts with Insurers (e.g. Certified Annuity Specialists) or Paraplanners with Financial Planning firms will be considered. Ideal candidate will have 4 to 7 years’ experience. Our Client, a high growth company, will build this department to do all the case design inhouse. Salary is $75k + options program + benefits. Do you have the stuff to provide this needed knowledge to the Advisor? If so, contact us now! See Annuity Specialist Job Description below.
Annuity Specialist - Case Design
Education Requirements: Bachelor’s degree or an equivalent combination of education - business, finance, or math degrees preferred.
Other Requirements: Include:
Salary Range: $75k + options program (some piece of business) + 401k (3% contribution) + full benefit on healthcare side
Description: Our Client is a tech-enabled distributor of financial products. It is venture backed and has a heavy emphasis on technology. They are serving the independent financial advisory market with a focus on fixed annuities/fixed indexed annuities. Our Client is currently operating as an IMO (Insurance Marketing Organization) and will be rolling out an RIA to support the holistic dual-licensed advisor. Our Client believes the ongoing retirement crisis in the United States will become exponentially worse in the coming years and that pre-retirees and retirees deserve unbiased advice when planning their financial futures. Unfortunately, this unbiased advice is harder to come by than it should be because of incumbent relationships advisors have built their firms around. Through our Client’s technology and industry experts, their goal is to support independent financial advisors to build better businesses enabling their firms to help more clients retire successfully, putting a meaningful dent in the retirement crisis. As an Annuity Specialist (emphasis on fixed and fixed index annuities), you would be responsible for delivering support to insurance producers as they work to provide solutions to their clients. At its core, this job requires a deep understanding of annuities, however, a solid understanding of life insurance, and or securities would be a plus. In addition to general product questions, you would be responsible for running annuity illustrations, analyzing financial circumstances and assessing client needs to provide thoughtful options to our Client’s insurance producers. Duties and responsibilities include: