State Licensed Annuity Specialist

Job Summary

A company is looking for an Annuity Specialist - Hybrid.

Key Responsibilities

• Provide advanced annuity expertise and sales support to internal Financial Representatives and Wealth Management Consultants
• Engage with Independent Marketing Organization partners to enhance third party annuity distribution
• Support complex annuity cases through analysis, design, and tailored recommendations

Qualifications

• Desire to drive results and annuity sales growth
• Broad industry and product knowledge with deep annuity expertise
• Experience in annuity sales desk support, internal wholesaling, or financial retail sales preferred
• Series 6 or Series 7 and life insurance license required
• Bachelor's degree or equivalent work experience required; 3-5 years in the financial services industry