More jobs:
Annuity Specialist
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2025-12-31
Listing for:
Globalchannelmanagement
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Services -
Insurance
Job Description & How to Apply Below
Annuity Specialist needs 3‑5 years of experience in US import & logistics
Annuity Specialist requires:- 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
- Evaluate current annuity holdings to identify upgrade or exchange opportunities
- Maintain deep knowledge of fixed index annuities, including growth, income, and legacy strategies
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