Annuity Product Specialist

Raymond James • Saint Petersburg, FL

1d • Hybrid

About The Position

Under limited supervision, uses specialized knowledge and skills obtained through education, experience and/or specialized training to communicate assigned Variable, RILA, Index and Fixed Annuity product information, analysis, and investment solutions to financial advisors/brokers and agents. Guidance is provided to perform varied, sometimes complex, analysis activities that require some evaluation, originality and ingenuity in solving problems or making moderately complex decisions. Regular contact with internal customers and external information sources is required to obtain, clarify, or provide facts or information. This role provides exposure to cross functional partners including product management, sales, operations, insurance companies and compliance, supporting professional development and broader understanding of the annuity business.

Requirements

• Knowledge of: Strong concepts, practices, and procedures of financial research.
• Strong investment concepts, practices, and procedures used in the securities industry.
• Financial markets and products.
• Principles of finance and broker/dealer operations.
• Skill in: Oral and written communication.
• Assessing, analyzing, and explaining market events on assigned investment products.
• Identifying and responding to client needs.
• Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
• Operating standard office equipment and using required software applications.
• Ability to: Rapidly learn and retain new information daily.
• Gather information and monitor events pertaining to assigned investment products and the markets in general.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Establish clear directions and priorities and address concerns or challenging questions when they arise.
• Represent in a highly professional manner.
• Identify problems, gather facts, and develop solutions.
• Handle stressful situations while providing a high level of customer service.
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external client’s at all organizational levels.
• Develop and maintain effective working relationships with team members, internal partners, and external parties.
• Work independently as well as collaboratively within a team environment.
• Bachelor’s Degree (B.A.) in related discipline and a minimum of one (1) year of financial services industry experience.
• ~or~ Any equivalent combination of experience, education, and/or training approved by Human Resources.
• State Life Insurance license
• Securities Industry Essentials (SIE)
• FINRA Series 7 license
• All licenses are required within nine (9) months of hire date

Responsibilities

• Fields incoming calls on available products and services.
• Partners with Internal & External Annuity Consultants and provides support for sales initiatives.
• Responds to questions about Variable, RILA, Index and Fixed Annuities.
• Discusses and explains product positioning, the annuity submission process, training requirements and industry trends.
• Assists in the creation of illustrations and reports.
• Conducts annuity reviews and explores potential enhancements.
• Stays abreast of all program changes and product specifics and communicates changes.
• Distributes fund information, press releases, and other news to interested parties.
• Performs other duties and responsibilities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees