Annuity Solutions Specialist

Renaissance Financial • Omaha, NE

8h • Onsite

About The Position

The mission of this full-time position is to be responsible for educating advisors on approved annuity products. Working with advisors on each unique client situation to determine a suitable recommendation as well as due diligence on existing annuities in each client’s portfolio.

Requirements

• Must have a high level of interpersonal skills to handle sensitive and confidential situations.
• Enjoy collaborating and being a part of a team that puts clients first.
• This position requires demonstrated poise, tact, patience, and diplomacy.
• Must be able to interact and communicate with individuals at all levels of the organization.
• Work requires attention to detail and organization in such things as composing, typing, and proofreading materials, establishing priorities and meeting deadlines.
• Eager to learn about the industry and our firm and enjoy working in a fast-paced environment with a demonstrated ability to juggle multiple competing tasks and demands.
• Tech savvy, with the proficiency to quickly learn new technology tools, platforms and software.
• Open to feedback and coaching.
• Must have high school diploma.
• One or more years of experience in an office environment.
• Proficiency in Microsoft Office Products.
• Proficiency in Databases.

Nice To Haves

• College degree preferred.
• SIE
• Series 7
• Series 66

Responsibilities

• Provide up to date information on approved Annuity products to advisors.
• Carry out training programs for Registered Representatives who solicit, offer, and sell annuities.
• Work with wholesalers to keep up relationships and acquire required information on each company and their products.
• Research existing and historical annuities and layout information for advisors to assess what clients or prospects currently own and how it first with their overall financial goals.
• Identify suitability concerns and relay information appropriately.
• Help track the progress of annuity planning with advisors from recommendation to submission of paperwork.
• Review new annuity account paperwork daily.
• Assist in suitability checks on annuity applications being submitted daily.
• Assist with technology and paperwork questions form advisors and assistants.
• Scan paperwork for submission to custodians and for processing service requests.
• Track progress of annuity submissions for the firm.
• Develop expertise in our firm’s technology and software tools and platforms.
• Knowledgeable on annuity products available to our firm.

Benefits

• Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).
• Employer Paid Medical Insurance.
• Potential for Annual Variable Compensation and Bonuses.
• Employer Licensing Coverage and Growth Opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED