Insurance & Annuity Specialist (Non-Producing / Technical)

Job Description

Insurance & Annuity Specialist (Non-Producing / Technical)

Location: Knoxville, TN (On-Site)

Firm: TVAMP, LLC

About the role

TVAMP is hiring a technical expert to own and elevate the insurance and annuity side of our integrated wealth management practice. This is not a sales role and carries no production quota.

You will be the firm’s go-to authority on annuities and insurance — reviewing our entire in-force annuity book, guiding advisors through case design and carrier selection, and shepherding new business through underwriting to placement. If you’re an internal wholesaler, advanced-markets consultant, or case-design specialist who loves the technical craft but doesn’t want to be out selling, this seat is built for you.

Because this is an in-office position, candidates must either live in the Knoxville area or be willing to relocate. A relocation stipend is available.

Benefits

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• Starting salary of $120,000 – $160,000 based on experience
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• Unlimited PTO with bonus targets
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• 401(k) with 6% match and ROTH option
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• Competitive health insurance benefits
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• Life/AD&D Insurance: $50,000 after one year
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• Long-term disability
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• Professional development, training, and growth opportunities
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• Supportive, team-oriented work environment
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• Relocation stipend if needed
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What you’ll do

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• Own and continuously review the firm’s entire in-force annuity book — riders, subaccounts, fee structures, surrender schedules, income and death-benefit provisions, RMDs, and ongoing suitability.
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• Serve as the firm’s registered representative of record for our annuity and brokerage business.
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• Act as the internal technical resource on variable, fixed, and indexed annuities: 1035 exchange analysis, rider utilization, income planning, and product comparisons.
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• Support advisors on insurance planning — life, disability, and long-term care — including illustration review, case design, and carrier selection.
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• Run new business end to end: application follow-up, underwriting requirements, informal and formal underwriting, carrier coordination, and policy delivery.
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• Keep clean suitability and compliance documentation in coordination with our operations and compliance teams and LPL supervision.
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• Teach and level up the advisor team — we’re an education-first firm, and this role is a big part of that.
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Who you are

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• Deep annuity and insurance product knowledge, likely built at a carrier or IMO — internal or desk wholesaling, advanced sales, case design, or advisory-side insurance operations.
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• Energized by the analytical and service side of the work, not by prospecting or quotas.
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• Detail-oriented, organized, and genuinely helpful — the person advisors trust to get it right.
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• Qualifications
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• 5+ years in annuities and/or insurance in a technical, wholesaling, or case-design capacity.
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• Active Series 7, Series 63 and 65 (or 66), and a life & health insurance license with variable authority.
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• Strong command of annuity contract mechanics, 1035 exchanges, RMDs, and suitability / Reg BI standards.
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• Insurance underwriting familiarity a plus.
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About TVAMP

At TVAMP, we are committed to our core values. Click here to read more.

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1. Living Life on Purpose
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2. Values Driven Planning
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3. The Pursuit of Better
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