Annuity SpecialistIrongatetalent • Tampa, Florida, United States
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Annuity Specialist
Irongatetalent • Tampa, Florida, United States
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job_description.job_card.job_descriptionProven 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 Detail-oriented with a strategic mindset Comfortable discussing financial products and upgrades with clients Motivated by client success and long-term outcomes Collaborative and professional in team and partner interactions 2 weeks paid time off All major holidays off + Christmas week Medical, dental, and vision insurance plans 401(k) with employer match Access to investment company portfolios with no management fees
Full Time : Monday-Friday, 8 : 30am-4 : 30pm
Were seeking a knowledgeable and client-focused Annuity Specialist to join a growing financial advisory team. This role is ideal for someone with deep expertise in fixed index annuities , strong analytical skills, and a passion for helping clients optimize their retirement strategies. You'll manage and enhance our existing annuity book of business, identify upgrade opportunities, and deliver tailored solutions aligned with evolving client goals.
Key Responsibilities
- Review & Analyze Contracts : Evaluate current annuity holdings to identify upgrade or exchange opportunities
- Surrender Charge Calculations : Accurately calculate and explain surrender fees and implications to clients
- Product Expertise : Maintain deep knowledge of fixed index annuities, including growth, income, and legacy strategies
- Client Education : Clearly communicate annuity mechanics and upgrade benefits in client-friendly language
- Illustrations & Comparisons : Run and interpret product illustrations to demonstrate performance and added value
- IMO Collaboration : Partner with Independent Marketing Organizations to source competitive product options
- Consultative Sales : Present upgrade opportunities in a needs-based, solution-oriented manner
- Data Management : Collect and organize client data, policy details, and supporting documentation
- Carrier Coordination : Contact insurance companies to obtain contract values, performance history, and policy specifics
Qualifications
Ideal Candidate Traits
Benefits Package
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