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Annuity Counselor

Company: Fisher Investments
Location: Saint Petersburg
Posted on: June 10, 2024

Job Description:

Do you have strong knowledge and familiarity with Variable, Fixed, and Fixed Index Annuities? Do you like the idea of helping investors? Complicated annuity contracts are sold to investors. We have found that many annuity contract owners do not fully understand how their detailed benefits work nor what the long-term ramifications will be. Fisher Investments, a fiduciary from the start, can help investors get the most out of those complicated annuity benefits or make appropriate changes, all within the focus on the investor's long-term goals. The Opportunity: As an Annuity Counselor, you will work primarily with high-net-worth investors. You will use your in-depth knowledge of annuities and insurance related products to be their advocate. You will work with our analysts to interpret how the details of the annuity benefits correlate towards the investor's financial goals. We can help them identify potential improvements or changes associated with different annuity contracts. Regardless of the evaluation outcome, the work is extremely rewarding. Join us as we help annuity contract owners and annuity prospects get the information they need to make good investment decisions going forward. Throughout your experience here, you will develop and broaden your capital markets knowledge, work with nearly every department of our firm, and have merit-based opportunities for advancement throughout your career. You will report to your Group Manager who will aid in your professional development and role specific training. The Day-to-Day:

  • Use tools to investigate, analyze, and comprehensively understand the features and benefits of prospective and current clients' specific annuities
  • Educate prospective and current clients regarding their annuities, including a comprehensive view of the benefits
  • Work with different internal departments to understand each client's financial situation and potential ramifications associated with keeping or surrendering their annuities Your Qualifications:
    • 2+ years of experience with insurance/investments with an advanced understanding of annuities and their benefits, including additional riders
    • Maintain a positive personality and a strong client focus
    • Manage complexity and coordinate across several departments under strict timelines
    • Beneficial if you have your State Life & Health or equivalent insurance license in good order
    • We will help you obtain your Series 65 designation to become a Registered Investment Advisor (if you do not have it already) Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
      • 100% paid medical, dental and vision premiums for you and your qualifying dependents
      • A 50% 401(k) match, up to the IRS maximum
      • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
      • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
      • $10,000 fertility, hormonal health and family-forming benefit FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, St. Petersburg , Annuity Counselor, Other , Saint Petersburg, Florida

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