Annuity Specialist

Job Description

Job Description

Fixed Index Annuity Specialist & Retirement Income Advisor - Florida 2-15 Life, Health & Annuities License required

Tampa FL

Compensation: Base salary $50,000 + uncapped commission (earning potential up to $150,000 annually)

8:30am-4:30pm, M-F

We’re seeking a knowledgeable and client-focused Annuity Specialist to join a Tampa wealth advisory firm. This role is ideal for someone with deep expertise in fixed index annuities , strong analytical skills, and a passion for helping clients optimize their retirement strategies. You’ll manage and enhance an existing annuity book of business, identify upgrade opportunities, and deliver tailored solutions aligned with evolving client goals.

• Review & Analyze Contracts : Evaluate current annuity holdings to identify upgrade or exchange opportunities

• Surrender Charge Calculations : Accurately calculate and explain surrender fees and implications to clients

• Product Expertise : Maintain deep knowledge of fixed index annuities, including growth, income, and legacy strategies

• Client Education : Clearly communicate annuity mechanics and upgrade benefits in client-friendly language

• Illustrations & Comparisons : Run and interpret product illustrations to demonstrate performance and added value

• IMO Collaboration : Partner with Independent Marketing Organizations to source competitive product options

• Consultative Sales : Present upgrade opportunities in a needs-based, solution-oriented manner

• Data Management : Collect and organize client data, policy details, and supporting documentation

• Carrier Coordination : Contact insurance companies to obtain contract values, performance history, and policy specifics

• Proven experience with fixed and fixed index annuities - 5+ years preferred.

• Strong understanding of surrender schedules and annuity product structures

• Ability to simplify complex financial concepts for clients

• Excellent communication, organization, and analytical skills

• Self-motivated and proactive in identifying client opportunities

• Experience with insurance carriers, IMOs, or broker-dealer platforms (preferred)

• Insurance license (2-15) required

• Detail-oriented with a strategic mindset

• Comfortable discussing financial products and upgrades with clients

• Motivated by client success and long-term outcomes

• Collaborative and professional in team and partner interactions

Apply today to join a firm that values integrity, education, and personalized financial solutions. Help clients make smarter decisions about their annuity investments while growing your career in a supportive, high-performance environment.

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