Manager, Annuity Product Specialist Team

## Manager, Annuity Product Specialist Team Apply:
FL - Saint Petersburg - 880 Carillon Pkwy Tower 4:
Full time:
Posted Today:
R-0013732
** Job Description Summary
** Manage a team of product specialists to define and/or adapt financial product offers to meet the needs of a market segment or customer.
** Job Description
** This role leads the annuity product specialist team and coordinates with other functional teams in an effort to provide clients with a platform of packaged product investment solutions. Requirement to acquire and maintain the product & strategy knowledge needed to appropriately inform advisors and clients on the various products and services available on the insurance solutions platform, including but not limited to domestic and offshore fixed, index, RILA and variable annuities.

Participate in various product related initiatives across Global Wealth Solutions including marketing, product development, and service initiatives. Represent the Raymond James platform in meetings with advisors, clients, and product partners in order to educate and share industry best practice on usage of various products. Extensive contact with internal (i.e., financial advisors, other team members, senior leadership, etc.) and external (i.e., product sponsors, industry peers, etc.)

customers is required to identify, research, and resolve complex problems in selling or servicing products and business planning.
** Essential Duties and Responsibilities
*** Demonstrates a commitment to creating an environment in which the investment solutions platform is managed in a manner consistent with the firm's core values - namely putting the interests of clients first.
* Leads the internal product support teams responsible for educating advisors and clients, and maintains a team culture focusing on balanced education and best in class advisor service.
* Assists the Director, Internal Institutional Annuity Distribution in the management of the Internal Annuity Consultant team.
* Transfers product knowledge and expertise by communicating with and educating other teams (e.g., operations and product support) in addition to direct financial advisor communication.
* Represents Insurance Solutions in recruiting "home office visits" and client "by invitation only” visits.
* Assists advisors in educating clients on the benefits and risks associated with complex investment products including product specific education and support on client cases.
* Performs human resource management activities, including coaching and mentoring staff; evaluating performance; identifying performance problems and approving recommendations for remedial action; as well as interviewing and selecting staff.
* Meet specific objectives related to proactively contacting financial advisors to discuss the products and services available on the Raymond James insurance solutions annuity platform; proactive efforts will also include, among other items, following up with advisors regarding portfolio reviews and client case designs, as well as advisors that have attended a Raymond James event or are new to Raymond James.
* Works closely with Insurance Solutions product managers and research associates on analysis and recommendations related to existing insurance and annuity products.
* Performs other duties and responsibilities as assigned.
** Knowledge, Skills, and Abilities*
* ** Knowledge of
*** Advanced knowledge required to appropriately lead associates that educate financial advisors on multiple investment products within the Private Client Group.
* Packaged insurance, annuity and investment products and securities markets in general.
* Concepts, practices, and procedures of product development and management in a financial services/broker-dealer…