Solicit annuity business including income, fixed and fixed indexed products.Recruit, train and retain annuity agents.Compare costs and benefits of annuity products to multiple asset classes within the securities realm.Design client solutions for agents based on case data including income rider screens, carrier illustrations and various rate watch services.Conduct pre-suitability reviews with agents.Review annuity applications for correctness, completion and suitability issues.Monitor case manager and licensing/commission specialist servicing annuity agents.Intervene when necessary as annuity processing or agent contracting/commission problems arise.Monitor carrier ratings, financial performance and major event headlines.Liaison with carrier Annuity Regional Vice Presidents.Closely monitor developments regarding the Dept of Labor Fiduciary Rule, explore Financial Institution offerings, develop plans to comply with The Rule and communicate requirements of The Rule to agents.Passionate about Annity Wholesaling excellence with a proven track record of sales success.Manage a book of active producers/prospects and demonstrate the ability to grow profitability with those contacts.
4-7 years
Three (3) years of experience wholesaling or selling annuities.FINRA, Series 6/7 and 63 Registration.Industry designations, including FLMI, CLTC, CLU, CHFC, and CFP.Experience with multi-carrier product and planning knowledge with annuities.
Bachelor's degree from a four-year college or university with a concentration in finance, insurance, business or an equivalency of education and experience.Two or more years of sales experience in the annuity environment.Licensed for Annuity / Life Insurance.Deep knowledge of annuity products and general knowledge of financial services industry.Proven ability to properly position and sell financial products.Ability to effectively communicate with agents, end clients (when requested), office staff, carrier executives and be effective in a team environment.Ability to work efficiently, set priorities, and manage multiple tasks and deadlines in fast-paced environment while maintaining attention to detail.Excellent communication, writing, grammar and editing skills.Must be well organized, energetic, and a follow-through professional.Possess excellent computer skills and experience with the Microsoft suite of products and the Internet.Ability to work with sensitive information and must maintain strict confidentiality.Experience using SMART Office or equivalent advanced software.Excellent attention to detail.
Bachelors
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