Annuity Specialist
Job in
City of Albany, Albany, Albany County, New York, 12201, USA
Listed on 2026-02-28
Listing for:
Quinn Brokerage Firm, LLC
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Services, Financial Advisor
Job Description & How to Apply Below
This is a full-time remote role for an Annuity Specialist. The Annuity Specialist will be responsible for managing and advising on annuity accounts, providing personalized financial solutions, and educating clients about annuity products and services. The role will involve analyzing client needs, preparing financial strategies, responding to client inquiries, and following industry regulations. Collaboration with team members and maintaining up-to-date knowledge of annuity products will also be key responsibilities.
Qualifications- Comprehensive understanding of annuity products, financial planning, and investment strategies
- Strong interpersonal skills, client relationship management, and the ability to provide tailored financial advice
- Detail-oriented with strong organizational and analytical skills
- Effective communication and presentation skills to explain complex financial concepts
- Familiarity with industry regulations and financial compliance standards
- Proficiency in using client management systems and financial planning software
- Ability to work independently in a remote environment
- Bachelor's degree in finance, business, or a related field; relevant certifications (e.g., FINRA or insurance licensing) preferred
- Prior experience in annuities or financial services is a strong advantage
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