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Annuity Specialist
Annuity SpecialistMeraki7 • Tampa, Florida, USA
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Annuity Specialist

Annuity Specialist

Meraki7 • Tampa, Florida, USA
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Title : Annuity Specialist

Location : Tampa FL

Type : On site

Skills : Proven experience with fixed and fixed index annuities Insurance license (215) required; Series 65 or equivalent a plus

Full Time : Monday-Friday 8 : 30am-4 : 30pm

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

    • Ideal Candidate Traits

  • Detail-oriented with a strategic mindset
  • Comfortable discussing financial products and upgrades with clients
  • Motivated by client success and long-term outcomes
  • Collaborative and professional in team and partner interactions

    • Must Have

  • 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

    • Key Skills

    Sales Experience,Crane,Customer Service,Communication skills,Heavy Equipment Operation,Microsoft Word,Case Management,OSHA,Team Management,Catheterization,Microsoft Outlook Calendar,EHS

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

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