State Licensed Annuity Associate

A company is looking for an Annuity Associate to support its Insurance and Annuity Desk teams. Key Responsibilities Provide concierge service for annuity analysis, policy implementation, and ongoing servicing to clients and advisors Support the refinement of process workflows and operational guidelines for the Annuity Desk Stay informed about trends and regulatory changes in the insurance and annuity marketplace Required Qualifications 1 to 3 years' experience in financial services or annuity specialty Bachelor's degree or equivalent experience Experience working on an insurance or annuity desk, including policy reviews and sales Active Life and Health insurance licenses; FINRA SIE, Series 6 or 7 preferred or willingness to obtain Basic understanding of various annuity products and proficiency with relevant software tools

Apr 4, 2025 - 14:38

A company is looking for an Annuity Associate to support its Insurance and Annuity Desk teams. Key Responsibilities Provide concierge service for annuity analysis, policy implementation, and ongoing servicing to clients and advisors Support the refinement of process workflows and operational guidelines for the Annuity Desk Stay informed about trends and regulatory changes in the insurance and annuity marketplace Required Qualifications 1 to 3 years' experience in financial services or annuity specialty Bachelor's degree or equivalent experience Experience working on an insurance or annuity desk, including policy reviews and sales Active Life and Health insurance licenses; FINRA SIE, Series 6 or 7 preferred or willingness to obtain Basic understanding of various annuity products and proficiency with relevant software tools