Annuity Counselor

About the Role:

Fisher Investments is seeking a skilled Annuity Counselor to join our team. As an Annuity Counselor, you will work closely with high-net-worth investors to provide expert guidance on annuity-related products and services.

Key Responsibilities:

• Investigate and analyze the features and benefits of prospective and current clients' specific annuities.
• Educate clients on their annuities, including a comprehensive view of the benefits.
• Work with internal departments to understand each client's financial situation and potential ramifications associated with keeping or surrendering their annuities.

Requirements:

• 2+ years of experience with insurance/investments, with an advanced understanding of annuities and their benefits, including additional riders.
• Maintain a positive personality and a strong client focus.
• Manage complexity and coordinate across several departments under strict timelines.
• Beneficial if you have your State Life & Health or equivalent insurance license in good order.
• We will help you obtain your Series 65 designation to become a Registered Investment Advisor (if you do not have it already).

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents.
• A 50% 401(k) match, up to the IRS maximum.
• 20 days of PTO, plus 10 paid holidays.
• Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care.
• $10,000 fertility, hormonal health and family-forming benefit.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER