Annuity Specialist Tampa, FL

Annuity Specialist Tampa, FL

Proven experience with fixed and fixed index annuities, Insurance license (215) required; Series 65 or equivalent a plus

Experience level : Associate Experience required : 9 Years Education level : All education level Job function : Finance Industry : Financial Services Compensation : View salary Total position : 1 Relocation assistance : No Visa sponsorship eligibility : No

End Client : Sandy Morris Financial

Thank you for your support and partnership

Full Time : Monday-Friday, 8 : 30am-4 : 30pm

Were seeking a knowledgeable and client-focused Annuity Specialist to join a growing financial advisory team. This role is ideal for someone with deep expertise in fixed index annuities, strong analytical skills, and a passion for helping clients optimize their retirement strategies. Youll manage and enhance our existing annuity book of business, identify upgrade opportunities, and deliver tailored solutions aligned with evolving client goals.

Key Responsibilities

Review & Analyze Contracts : Evaluate current annuity holdings to identify upgrade or exchange opportunities

Surrender Charge Calculations : Accurately calculate and explain surrender fees and implications to clients

Product Expertise : Maintain deep knowledge of fixed index annuities, including growth, income, and legacy strategies

Client Education : Clearly communicate annuity mechanics and upgrade benefits in client-friendly language

Illustrations & Comparisons : Run and interpret product illustrations to demonstrate performance and added value

IMO Collaboration : Partner with Independent Marketing Organizations to source competitive product options

Consultative Sales : Present upgrade opportunities in a needs-based, solution-oriented manner

Data Management : Collect and organize client data, policy details, and supporting documentation

Carrier Coordination : Contact insurance companies to obtain contract values, performance history, and policy specifics

Qualifications

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

Ideal Candidate Traits

Detail-oriented with a strategic mindset

Comfortable discussing financial products and upgrades with clients

Motivated by client success and long-term outcomes

Collaborative and professional in team and partner interactions

Benefits Package

2 weeks paid time off

All major holidays off + Christmas week

Medical, dental, and vision insurance plans

401(k) with employer match

Access to investment company portfolios with no management fees