globalchannelmanagement
Annuity Specialist
Job description
Annuity Specialist needs 5+ years
Annuity Specialist requires
- 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
- Experience with insurance carriers, IMOs, or broker-dealer platforms (preferred)
- Insurance license (215) required; Series 65 or equivalent a plus
- Comfortable discussing financial products and upgrades with clients
- Motivated by client success and long-term outcomes
- Collaborative and professional in team and partner interactions
- Evaluate current annuity holdings to identify upgrade or exchange opportunities
- Accurately calculate and explain surrender fees and implications to clients
- Clearly communicate annuity mechanics and upgrade benefits in client-friendly language
Annuity Specialist duties
