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Annuity Support Specialist

4 months ago

Tarpon Springs, United States Megastar Advisors Full time

We are currently seeking a dedicated and driven Annuity Support Specialist to join our team. The Annuity Support Specialist role is responsible for assisting agents throughout the sales process. To be successful, you must have a can-do attitude, think outside the box, and have a strong affinity for creating an excellent customer service experience.


About Us:

Megastar Advisors is a dynamic insurance marketing organization undergoing rapid expansion. Our mission is clear: to provide unparalleled back-office support and cutting-edge marketing solutions tailored specifically to agents in the financial planning sector. With a friendly and collaborative work environment, we ensure that every team member can prosper professionally while playing a vital role in our shared success.


Job Description:

  • Provide case design for financial professionals/agents, including annuity illustrations, life illustrations, and federal and social security reports.
  • Maintain contact with agents/staff through outbound follow up calls on product quotes, illustrations, and materials sent to agents/staff.
  • Analyze clients' financial circumstances to determine suitable annuity products and financial solutions.
  • Cultivate strong working relationships with financial advisors, promptly addressing inquiries and requests.
  • Evaluate available insurance and financial products, staying updated on product and rate information.
  • Build and maintain professional relationships with insurance carriers.


Required Skills and Experience:

  • Minimum 3- 4 years of experience working with financial products, annuity products, and carriers.
  • Obtain 2-14 or 2-15 insurance license within first year of employment.
  • Strong attention to detail, excellent organization skills, and process driven.
  • Bachelor's degree in Finance, Mathematics, Business, or equivalent combination of education and experience.
  • Must be able to handle customer interactions with confidence and tact.
  • Strong ability to learn rapidly and adapt quickly to changing situations.
  • Self-starter
  • Ability to work independently and within a team environment.
  • Proficiency in Microsoft Excel, Word, and similar tools.
  • Excellent verbal and written communication skills.


If you are a forward-thinking individual ready to make a significant impact in the financial services industry, we invite you to apply. Join us at Megastar Advisors and be a driving force behind the success of our clients