Annuity Solutions Specialist

Stifel • Saint Louis, MO

1d

About The Position

The Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, sales, and/or marketing issues. This position also provides back-up support to our order entry team to assist advisors and their associates when submitting trades. Annuity Solutions Specialists are assigned annuity vendor relationships for whom they review new product/product changes as well as coordinate internal marketing campaigns.

Requirements

• General understanding of the role annuities play in the income planning and estate planning process with a desire to learn more.
• General knowledge of basic marketing principles. This includes marketing strategy and outcome measurement.
• Working knowledge of media production, communication, and dissemination techniques and methods.
• General knowledge of compliance issues surrounding annuity products.
• Minimum Required: Bachelor's Degree in Marketing or business-related field or equivalent combination of education and experience
• Minimum Required: 1+years industry related experience
• Licenses & Credentials Minimum Required: State Resident Life and Health Insurance License, State LTC designation
• Minimum Required: Series 7, 63 and 66 within 6 months of hire
• Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook, SharePoint.

Responsibilities

• Supports Financial Advisors and their associates with any questions about annuities via the telephone and email.
• Assists Financial Advisors in annuity reviews and case design while acting as a liaison between vendors and Financial Advisors (FA).
• Responsible for learning how annuities can be implemented via the income planning and estate planning portion of a complete financial plan.
• Coordinates content from annuity vendors and updates marketing materials on the Stifel intranet (Portal).
• Reviews new products/product changes and communicates them to Financial Advisors and their associates.
• Performs due diligence on new, and existing, annuity vendors.
• Creates internal marketing campaigns to develop product awareness and increase sales penetration of annuity products using email and Stifel's intranet (Portal).
• Creates content for social media and Firm newsletters.

Benefits

• At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

What This Job Offers

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