Annuities and Insurance Consultant

2 weeks ago

Orlando, United States Launch That Full time
Job DescriptionJob Description

At Launch That, we invest in ourselves and our community. For the fourth year in a row, we were recognized as a Top Workplace by the Orlando Sentinel Launch That was founded in 2007 as an entrepreneurial digital marketing startup that's grown from two founders in a garage to almost 100 digital, tech, creative and content professionals in the heart of downtown Orlando.

Launch That is seeking an experienced and knowledgeable Annuities and Insurance Consultant to consult with our internal Annuity.org team. The ideal candidate will play a pivotal role in providing strategic advice, education, and support in navigating the intricacies of the insurance industry, with a specific focus on annuities.

Responsibilities:

  • Consultation and Guidance: Provide expert advice and consultation on annuities, life insurance, and related financial products. Assist clients in reviewing term sheets, evaluating product offerings, and developing strategies to meet their financial objectives.
  • Education and Training: Conduct training sessions to educate internal teams on the nuances of annuity products, commission structures, and compliance requirements. Enhance understanding and proficiency in selling and managing annuities effectively.
  • Regulatory Compliance: Ensure compliance with industry regulations, including SEC, FINRA, and state insurance regulations. Review current practices and procedures, and advise on best practices for maintaining compliance and mitigating regulatory risks.
  • Agent Dynamics: Educate on the differences between captive agents and independent agents. Provide insights into recruiting, training, and managing a network of agents to effectively sell annuities and insurance products.
  • Joint Ventures: Facilitate the establishment of joint ventures and strategic partnerships within the insurance industry. Advise on legal and operational aspects, including structuring agreements and compliance considerations.
  • Market Research and Analysis: Stay informed about industry trends, competitor activities, and regulatory changes affecting the annuities and insurance landscape. Conduct market research and analysis to identify opportunities for growth and innovation.

Qualifications:

  • Series 6, 7, and 63 licenses required; Series 24 license preferred.
  • 7+ years of experience in the insurance industry, with a focus on annuities and life insurance.
  • Proven track record of success in Broker/Dealer operations, IMO management, or as a business owner in the insurance sector.
  • In-depth knowledge of annuity products, including fixed, variable, and indexed annuities.
  • Strong understanding of regulatory compliance requirements, including SEC, FINRA, and state insurance regulations.
  • Executive leadership experience.
  • Excellent communication and presentation skills.
  • Analytical mindset with the ability to conduct market research and make strategic recommendations.
  • Proven ability to collaborate cross-functionally and build strong relationships with stakeholders.

This is a 1099 contractor position. If this sounds interesting to you, please submit your resume

Powered by JazzHR

wjSla4g8qw

  • Annuities and Insurance Consultant

    Found in: beBee jobs US - 1 day ago

    Orlando, Florida, United States Launch That Full time

    At Launch That, we invest in ourselves and our community. For the fourth year in a row, we were recognized as a Top Workplace by the Orlando Sentinel Launch That was founded in 2007 as an entrepreneurial digital marketing startup that's grown from two founders in a garage to almost 100 digital, tech, creative and content professionals in the heart of...

  • Annuities and Insurance Consultant

    6 days ago

    Orlando, United States Launch That Full time

    At Launch That, we invest in ourselves and our community. For the fourth year in a row, we were recognized as a Top Workplace by the Orlando Sentinel! Launch That was founded in 2007 as an entrepreneurial digital marketing startup that's grown from two founders in a garage to almost 100 digital, tech, creative and content professionals in the heart of...

  • Annuities and Insurance Consultant

    3 days ago

    Orlando, United States Launch That Full time

    At Launch That, we invest in ourselves and our community. For the fourth year in a row, we were recognized as a Top Workplace by the Orlando Sentinel! Launch That was founded in 2007 as an entrepreneurial digital marketing startup that's grown from two founders in a garage to almost 100 digital, tech, creative and content professionals in the heart of...

  • Annuities and Insurance Consultant

    1 week ago

    Orlando, United States Launch That Full time

    Job DescriptionJob DescriptionAt Launch That, we invest in ourselves and our community. For the fourth year in a row, we were recognized as a Top Workplace by the Orlando Sentinel! Launch That was founded in 2007 as an entrepreneurial digital marketing startup that's grown from two founders in a garage to almost 100 digital, tech, creative and content...

  • Annuities and Insurance Consultant

    Found in: beBee S US - 2 days ago

    Orlando, United States Launch That Full time

    At Launch That, we invest in ourselves and our community. For the fourth year in a row, we were recognized as a Top Workplace by the Orlando Sentinel! Launch That was founded in 2007 as an entrepreneurial digital marketing startup that's grown from two founders in a garage to almost 100 digital, tech, creative and content professionals in the heart of...

  • Benefits Consultant

    7 days ago

    Orlando, United States Brown & Brown Insurance Full time

    It's an exciting time to join Brown & Brown! Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to continue solidifying that foundation as we are looking for a Benefits Consultant to join our growing team in Maitland, FL! This role can be onsite...

  • Benefits Consultant

    1 week ago

    Orlando, United States Brown & Brown Insurance Full time

    It's an exciting time to join Brown & Brown! Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to continue solidifying that foundation as we are looking for a Benefits Consultant to join our growing team in Maitland, FL!This role can be onsite...

  • Benefits Consultant

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Orlando, United States Brown & Brown Insurance Full time

    It's an exciting time to join Brown & Brown! Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to continue solidifying that foundation as we are looking for a Benefits Consultant to join our growing team in Maitland, FL!This role can be onsite...

  • Benefits Consultant

    3 days ago

    Orlando, United States Brown & Brown Insurance Full time

    It's an exciting time to join Brown & Brown! Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to continue solidifying that foundation as we are looking for a Benefits Consultant to join our growing team in Maitland, FL! This role can be onsite...

  • Investment Consultant

    Found in: beBee jobs US - 2 weeks ago

    Orlando, Florida, United States Charles Schwab & Co, Inc Full time

    Your OpportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network atthe ground floor. The first...

  • New Opportunity

    6 days ago

    Orlando, United States Trajan Wealth LLC Full time

    Job purpose With almost $2B in AUM and AUA, Trajan Wealth is excited to announce a rare advisor opportunity. We are expanding to the Orlando area and are seeking an experienced, proven Financial Advisor. Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in house; Trajan...

  • Employee Benefits Account Manager

    6 days ago

    Orlando, United States Acentria Insurance Full time

    Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Acentria team in Sunrise, FL . Job Summary: The Benefits Account Manager is a learning position to become responsible for daily servicing of assigned clients including new and renewal business...

  • Defined Contribution Consultant

    7 days ago

    Orlando, United States Kalos Consulting, Inc. Full time

    Job DescriptionJob DescriptionCompanyHighlights20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and...

  • Life Insurance Agent

    7 days ago

    Orlando, United States Barnes Agency Full time

    Job DescriptionJob DescriptionJob Title: Life Insurance AgentCompany Overview: Join our dynamic and rapidly growing team at the Barnes Family Agency, a leading provider of comprehensive life insurance solutions. We are committed to safeguarding our clients' financial futures and providing them with peace of mind through personalized life insurance...

  • Life Insurance Agent

    7 days ago

    Orlando, United States Barnes Agency Full time

    Job DescriptionJob DescriptionJob Title: Life Insurance AgentCompany Overview: Join our dynamic and rapidly growing team at the Barnes Family Agency, a leading provider of comprehensive life insurance solutions. We are committed to safeguarding our clients' financial futures and providing them with peace of mind through personalized life insurance...

  • Life Insurance Agent

    7 days ago

    Orlando, United States Barnes Agency Full time

    Job DescriptionJob DescriptionJob Title: Life Insurance AgentCompany Overview: Join our dynamic and rapidly growing team at the Barnes Family Agency, a leading provider of comprehensive life insurance solutions. We are committed to safeguarding our clients' financial futures and providing them with peace of mind through personalized life insurance...

  • Life Insurance Agent

    7 days ago

    Orlando, United States Barnes Agency Full time

    Job DescriptionJob DescriptionJob Title: Life Insurance AgentCompany Overview: Join our dynamic and rapidly growing team at the Barnes Family Agency, a leading provider of comprehensive life insurance solutions. We are committed to safeguarding our clients' financial futures and providing them with peace of mind through personalized life insurance...

  • Life Insurance Agent

    7 days ago

    Orlando, United States Barnes Agency Full time

    Job DescriptionJob DescriptionJob Title: Life Insurance AgentCompany Overview: Join our dynamic and rapidly growing team at the Barnes Family Agency, a leading provider of comprehensive life insurance solutions. We are committed to safeguarding our clients' financial futures and providing them with peace of mind through personalized life insurance...

  • Life Insurance Agent

    7 days ago

    Orlando, United States Barnes Agency Full time

    Job DescriptionJob DescriptionJob Title: Life Insurance AgentCompany Overview: Join our dynamic and rapidly growing team at the Barnes Family Agency, a leading provider of comprehensive life insurance solutions. We are committed to safeguarding our clients' financial futures and providing them with peace of mind through personalized life insurance...

  • Life Insurance Agent

    7 days ago

    Orlando, United States Barnes Agency Full time

    Job DescriptionJob DescriptionJob Title: Life Insurance AgentCompany Overview: Join our dynamic and rapidly growing team at the Barnes Family Agency, a leading provider of comprehensive life insurance solutions. We are committed to safeguarding our clients' financial futures and providing them with peace of mind through personalized life insurance...