Annuity Specialist needs 3-5 years of experience in US import & logistics
Annuity Specialist requires:
- 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
Annuity Specialist duties:
- Evaluate current annuity holdings to identify upgrade or exchange opportunities
- Maintain deep knowledge of fixed index annuities, including growth, income, and legacy strategies