Regional Annuity Specialist

Regional Annuity Specialist

At Schwab, you're empowered to make an impact on your career. Innovative thinking and client-focused service come together as we challenge the status quo and help clients take charge of their financial futures.

Charles Schwab Insurance Services (CSIS) supports the insurance and annuity needs of millions of individual investors and thousands of Registered Investment Advisors. CSIS is responsible for annuity and insurance product management, distribution support, partner oversight, and the platforms and tools that enable these services.

As a Regional Annuity Specialist, you will serve as a key resource for financial consultants, providing specialized knowledge and expertise on annuity products and solutions. Your role is to help clients achieve their retirement and income goals by delivering guidance on annuities as part of a broader wealth management strategy. You will work closely with Schwab's advisors, clients, and internal partners to deepen client relationships and enhance Schwab's reputation as a trusted financial institution.

Required Qualifications (skills assessed during the interview):

• Product Expertise The role centers on serving as a subject matter expert on annuity products, requiring deep product expertise to provide credible, specialized guidance to advisors and clients. It also directly supports clients' retirement and income goals, making it essential to frame annuity recommendations within a broader retirement strategy rather than as standalone solutions.
• Cross-Functional collaboration The role includes educating and coaching financial consultants on annuity solutions, requiring the ability to transfer knowledge and build capability beyond individual advisory work. It also demands strong cross-functional collaboration, partnering with product development, operations, and wealth specialists to ensure solutions remain aligned, accurate, and up to date.
• Client Relationship Management The role requires effectively communicating complex financial concepts by simplifying product features and educating both consultants and clients, ensuring clarity in guidance. It is also deeply client-centric, focused on aligning solutions to client retirement and income goals while strengthening relationships. Success depends on building trust and continuity in client interactions, enabling tailored recommendations that enhance both the client experience and advisor effectiveness.
• Organization The role calls for being self-motivated, organized, and able to manage multiple priorities in a fast-paced environment. This skill matters because the role spans advisor support, client engagement, product alignment, and internal collaboration simultaneously.

Additional Requirements

• Active FINRA Series 6 or 7 license
• Active FINRA Series 63 license (or equivalent)

Preferred Qualifications

• Life & Health Insurance License
  • May be obtained within the first 120 days
• Advanced degrees or certifications including CFP, CFA, ChFC

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.