Annuity Solutions Expert & Marketing Liaison

Stifel Financial Corp.; Northern (KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Stifel is seeking an Annuity Solutions Specialist to support Financial Advisors by answering annuity questions via phone and email, review case designs, and coordinate vendor content.

You will act as a product expert, learn how annuities fit income and estate planning, review new products, and create internal marketing campaigns plus social content for intranet portals and firm newsletters.

Qualifications

• Bachelor's degree in Marketing or business-related field or equivalent.
• 1+ years industry experience in financial services or related field.
• State Resident Life and Health Insurance License and LTC designation.
• Series 7, 63 and 66 within 6 months of hire.
• Proficient in MS Office and SharePoint.

Responsibilities

• Supports Financial Advisors and their associates with any questions about annuities via the telephone and email.
• Assists Financial Advisors in annuity reviews and case design while acting as a liaison between vendors and Financial Advisors.
• Learn how annuities can be implemented via income planning and estate planning within a complete financial plan.
• Coordinates content from annuity vendors and updates marketing materials on the intranet Portal.
• Reviews new products/product changes and communicates them to Financial Advisors and their associates.
• Performs due diligence on new, and existing, annuity vendors.
• Creates internal marketing campaigns to develop product awareness and increase sales penetration of annuity products via email and intranet Portal.
• Creates content for social media and Firm newsletters.

Skills

Annuity knowledge

Marketing principles

Media production basics

Compliance awareness

Education

Bachelor's Degree in Marketing or business-related field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

SharePoint

Job description

Stifel is seeking an Annuity Solutions Specialist to support Financial Advisors by answering annuity questions via phone and email, review case designs, and coordinate vendor content.

You will act as a product expert, learn how annuities fit income and estate planning, review new products, and create internal marketing campaigns plus social content for intranet portals and firm newsletters.