Annuity Solutions Professional
4 days ago
We are seeking a highly skilled Annuity Solutions Specialist to join our team at Stifel Financial. As a key member of our investment products and services team, you will be responsible for supporting and marketing our annuity products to financial advisors.
Key Responsibilities- Provide expert support and guidance to financial advisors on annuity products, including fixed, immediate, indexed, buffered, and variable annuities.
- Develop and maintain relationships with annuity vendors to stay up-to-date on new products and changes.
- Coordinate internal marketing campaigns to promote annuity products and increase sales penetration.
- Assist financial advisors with annuity reviews and case design, and serve as a liaison between vendors and financial advisors.
- Perform due diligence on new and existing annuity vendors to ensure compliance with regulatory requirements.
- Bachelor's degree in marketing or a business-related field, or equivalent combination of education and experience.
- 1+ years of industry-related experience, preferably in annuity sales or marketing.
- State Resident Life and Health Insurance License, State LTC designation, and SIE, Series 7, 63, and 66 licenses within 6 months of start date.
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook, and SharePoint.
Stifel Financial is a global wealth management and investment banking firm committed to innovation and fresh ideas. We offer a comprehensive benefits package, including health, dental, and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.
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