Client Services Coordinator (Annuity & Sales)

As a Senior Sales Coordinator, you’ll be the go-to person for financial advisors on our annuity sales team. With 5+ years of experience in annuity sales, you’ll play an important role in case design, understanding our holistic planning process, and providing Gold Star service. If you’re passionate about finance and want to grow in the industry, we’re looking for someone like you.

What You’ll Do :

• Partner with advisors to create annuity case designs using the Bucket Plan Best Interest framework.
• Build and maintain strong relationships with advisors by providing timely updates, product insights, and personalized support to help them grow their annuity business.
• Serve as a trusted resource and point of contact for advisors, proactively anticipating their needs and offering tailored solutions.
• Make proactive sales calls to share planning concepts and identify sales opportunities. Drive sales of our core distribution partners.

What You Need to Bring :

Compensation :

$80,000 to $90,000 per year annual salary.

Exact compensation may vary based on several factors, including skills, experience, and education.