Ohio Licensed Annuity Consultant
Job Summary
To enhance annuity distribution strategies, the full-time Ohio Licensed Annuity Consultant will serve as a subject-matter expert in the FinTech ecosystem, managing partnerships, evaluating market capabilities, and guiding technology solutions for business leaders and advisors, with the potential for remote work.
Key responsibilities:
- Builds and documents partner overviews and training materials to improve sales tactics for advisors
- Manages relationships with FinTech partners, assisting in onboarding and enhancing collaboration
- Partners internally to create educational resources and presents at engagements to promote partnership opportunities
Required qualifications:
- Undergraduate degree in business administration or related field preferred
- FINRA Series 6/7, Series 63/66, and life and health insurance licenses required
- Five years of sales or business development experience in the insurance or financial services industry
- Solid understanding of financial services products and FinTech platforms
- Expert presentation and leadership skills, with the ability to engage executive leadership
Complete Job Description
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