Annuity Specialist

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