Annuity Specialist

About the job Annuity Specialist Annuity Specialist needs 5+ years 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 Comfortable discussing financial products and upgrades with clients Motivated by client success and long-term outcomes Collaborative and professional in team and partner interactions Evaluate current annuity holdings to identify upgrade or exchange opportunities Accurately calculate and explain surrender fees and implications to clients Clearly communicate annuity mechanics and upgrade benefits in client-friendly language Annuity Specialist duties: