Annuity Specialist

Tampa, FL - USA

Monthly Salary: Not Disclosed

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

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. Youll 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

Proven 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

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. Youll manage and...