Annuity Specialist

Post Job Matches  By Work Staff USA is a leading staffing agency in the job placement industry, providing top‑notch professionals to facilities across the country. Our team of experienced recruiters work together to match the best candidates with the right job opportunities.

Today we are hiring an Annuity Specialist in Tampa, FL. The client is only hiring local candidates for this position.

Full Time: Monday-Friday, 8:30am-4:30pm

We’re seeking a knowledgeable and client‑focused Annuity Specialist to join a growing financial advisory team. This role is ideal for someone with deep expertise in fixed index annuities
, strong analytical skills, and a passion for helping clients optimize their retirement strategies. You’ll manage and enhance our existing annuity book of business, identify upgrade opportunities, and deliver tailored solutions aligned with evolving client goals.

• Review & Analyze Contracts
  :
  Evaluate current annuity holdings to identify upgrade or exchange opportunities
• Surrender Charge Calculations
  :
  Accurately calculate and explain surrender fees and implications to clients
• Product Expertise
  :
  Maintain deep knowledge of fixed index annuities, including growth, income, and legacy strategies
• Client Education
  :
  Clearly communicate annuity mechanics and upgrade benefits in client-friendly language
• Illustrations & Comparisons
  :
  Run and interpret product illustrations to demonstrate performance and added value
• IMO Collaboration
  :
  Partner with Independent Marketing Organizations to source competitive product options
• Consultative Sales
  :
  Present upgrade opportunities in a needs-based, solution-oriented manner
• Data Management
  :
  Collect and organize client data, policy details, and supporting documentation
• Carrier Coordination
  :
  Contact insurance companies to obtain contract values, performance history, and policy specifics

• Proven experience with fixed and fixed index annuities
• Strong understanding of surrender schedules and annuity product structures
• Ability to simplify complex financial concepts for clients
• Excellent communication, organization, and analytical skills
• Self‑motivated and proactive in identifying client opportunities
• Experience with insurance carriers, IMOs, or broker‑dealer platforms (preferred)
• Insurance license (215) required;
  Series 65 or equivalent a plus

• Detail‑oriented with a strategic mindset
• Comfortable discussing financial products and upgrades with clients
• Motivated by client success and long-term outcomes
• Collaborative and professional in team and partner interactions

• 2 weeks paid time off
• All major holidays off + Christmas week
• Medical, dental, and vision insurance plans
• 401(k) with employer match
• Access to investment company portfolios with no management fees

Experience level:
Associate

Experience required: 9 Years

Education level:
All education level

Job function:
Finance

Industry: Financial Services

Compensation: $51,000 - $60,000

Total position: 1

Relocation assistance:
No

Visa sponsorship eligibility:
No

Let's Get You Hired!

Compensation:
$51,000-$60,000 per year