Annuity Specialist

BlackStarTampa, Florida, United States

3 days ago

Job type

Full-time

Quick Apply

Job description

Join our growing financial advisory team in Tampa! We are seeking a licensed Annuity Specialist with expertise in fixed and fixed-index annuities to assist clients in optimizing their retirement strategies.

What You'll Do :

Review client annuities and identify upgrade opportunities
Explain surrender charges and contract implications clearly
Run product illustrations to show growth and income potential
Educate clients on retirement planning and annuity benefits
Collaborate with IMOs and carriers to access top products
Present tailored, consultative financial solutions

What Were Looking For :

Proven experience with fixed and fixed index annuities

Strong understanding of annuity structures and surrender schedules

Excellent communication and analytical skills

Self-motivated, client-focused, and detail-oriented

Insurance license (215) required; Series 65 a plus

Benefits :

Paid time off and all major holidays

Medical, dental, and vision coverage

401(k) with employer match

Access to investment portfolios with no management fees

Why Join Us :

This is your chance to grow your career in retirement planning while helping clients achieve long-term financial success.

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Specialist • Tampa, Florida, United States

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