Annuity Solutions Specialist
Annuity Solutions Specialist
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Job Description
About Renaissance Financial:
Renaissance Financial is a comprehensive financial services firm with locations in St. Louis Overland Park Omaha Phoenix and Salt Lake City. Our Mission: Using creative business and personal planning we help our clients achieve financial freedom one relationship at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our closeknit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the wellbeing of our team members.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
The mission of this is a fulltime position responsible for educating advisors on approved annuity products. Working with advisors on each unique client situation to determine a suitable recommendation as well as due diligence on existing annuities in each clients portfolio.
Primary Responsibilities
Provide up to date information on approved Annuity products to advisors.
Carry out training programs for Registered Representatives who solicit offer and sell annuities.
Work with wholesalers to keep up relationships and acquire required information on each company and their products.
Research existing and historical annuities and layout information for advisors to assess what clients or prospects currently own and how it fits with their overall financial goals.
Identify suitability concerns and relay information appropriately.
Secondary Responsibilities
Review new annuity account paperwork daily.
Assist in suitability checks on annuity applications being submitted daily.
Assist with technology and paperwork questions from advisors and assistants.
Scan paperwork for submission to custodians and for processing service requests.
Track progress of annuity submissions for the firm.
Develop expertise in our firms technology and software tools and platforms.
Knowledgeable on annuity products available to our firm.
Essential Characteristics
Must have a high level of interpersonal skills to handle sensitive and confidential situations.
Enjoy collaborating and being a part of a team that puts clients first.
This position requires demonstrated poise tact patience and diplomacy.
Must be able to interact and communicate with individuals at all levels of the organization.
Work requires attention to detail and organization in such things as composing typing and proofreading materials establishing priorities and meeting deadlines.
Eager to learn about the industry and our firm and enjoy working in a fastpaced environment with a demonstrated ability to juggle multiple competing tasks and demands.
Tech savvy with the proficiency to quickly learn new technology tools platforms and software.
Open to feedback and coaching. Education Training and Experience
College degree preferred; must have high school diploma
One or more years of experience in an office environment
Registrations Required
Renaissance pays for the exam fees for required registrations. The company also allows for paid study time off for
taking the classes offered to help pass the tests.
SIE
Series 7
Series 66
Computer Equipment and Software
Microsoft Office Products
Databases
Working Conditions
This position is inoffice in a business professional environment.
Standard 40hour work week
Overtime hours and travel may be required.
We are committed to providing an accessible work environment. If you need accommodations during the application or employment process please let us know.
Benefits and Incentives
Employer Paid Medical Insurance
Employer provided 401k contribution (up to 10 based on team member eligible compensation annually).
Potential for Annual Variable Compensation and Bonuses.
Employer Licensing Coverage and Growth Opportunities
Required Experience:
Unclear Seniority
Employment Type
Full-Time
