Annuity Solutions Specialist

Annuity Solutions Specialist

Job Category: Operations

Full-Time

On-site

Phoenix, AZ 85016, USA +4 more locations

Description

Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our mission: Using creative business and personal planning, we help our clients achieve financial freedom one opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. The mission of this full-time position is to be responsible for educating advisors on approved annuity products. Working with advisors on each unique client situation to determine a suitable recommendation as well as due diligence on existing annuities in each client's portfolio.

Primary Responsibilities:

• Provide up to date information on approved Annuity products to advisors.
• Carry out training programs for Registered Representatives who solicit, offer, and sell annuities.
• Work with wholesalers to keep up relationships and acquire required information on each company and their products.
• Research existing and historical annuities and layout information for advisors to assess what clients or prospects currently own and how it first with their overall financial goals.
• Identify suitability concerns and relay information appropriately.
• Help track the progress of annuity planning with advisors from recommendation to submission of paperwork.

Secondary Responsibilities:

• Review new annuity account paperwork daily.
• Assist in suitability checks on annuity applications being submitted daily.
• Assist with technology and paperwork questions form advisors and assistants.
• Scan paperwork for submission to custodians and for processing service requests.
• Track progress of annuity submissions for the firm.
• Develop expertise in our firm's technology and software tools and platforms.
• Knowledgeable on annuity products available to our firm.

Essential Characteristics:

• Must have a high level of interpersonal skills to handle sensitive and confidential situations.
• Enjoy collaborating and being a part of a team that puts clients first.
• This position requires demonstrated poise, tact, patience, and diplomacy.
• Must be able to interact and communicate with individuals at all levels of the organization.
• Work requires attention to detail and organization in such things as composing, typing, and proofreading materials, establishing priorities and meeting deadlines.
• Eager to learn about the industry and our firm and enjoy working in a fast-paced environment with a demonstrated ability to juggle multiple competing tasks and demands.
• Tech savvy, with the proficiency to quickly learn new technology tools, platforms and software.
• Open to feedback and coaching. Education, Training & Experience:
• College degree preferred; must have high school diploma.
• One or more years of experience in an office environment.

Preferred Qualifications:

• Renaissance pays for the exam fees for required registrations. The company also allows for paid study time off for taking the classes offered to help pass the tests.
  • SIE
  • Series 7
  • Series 66

Computer Equipment and Software:

• Microsoft Office Products
• Databases

Working Conditions:

• This position is in-office, in a business professional environment.
• Standard 40-hour work week.
• Overtime hours and travel may be required.
• We are committed to providing an accessible work environment. If you need accommodations, please let us know.

Benefits and Incentives:

• Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).
• Employer Paid Medical Insurance.
• Potential for Annual Variable Compensation and Bonuses.
• Employer Licensing Coverage and Growth Opportunities.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.