FINRA Licensed Annuity Specialist
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Job Summary
Providing dedicated service for annuity financial professionals, the full-time FINRA Licensed Annuity Specialist will manage new business processes, support relationship-building, and ensure timely updates for wholesalers and financial professionals in a hybrid or remote work environment.
Key responsibilities
- Deliver dedicated service and relationship support throughout the annuity new business lifecycle
- Act as a point of contact for timely updates on annuity business and contract servicing requests
- Collaborate with internal and external partners to facilitate the completion of new applications and resolve issues
Required qualifications
- 3+ years of experience in the annuity industry, preferably in new business
- Bachelor's degree preferred
- Valid FINRA SIE, Series 6, and 63 licenses preferred
- Experience with CRM systems and servicing platforms, particularly Salesforce
- Exceptional customer service and relationship management skills
Complete Job Description
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