Annuity Solutions Specialist

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

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel,where success meets success.

What You'll Be Doing

The Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, sales, and/or marketing issues. This position also provides back-up support to our order entry team to assist advisors and their associates when submitting trades. Annuity Solutions Specialists are assigned annuity vendor relationships for whom they review new product/product changes as well as coordinate internal marketing campaigns.

What We're Looking For

• 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 (FA).
• Responsible for learning how annuities can be implemented via the income planning and estate planning portion of a complete financial plan.
• Coordinates content from annuity vendors and updates marketing materials on the Stifel 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 using email and Stifel's intranet (Portal).
• Creates content for social media and Firm newsletters.

What You'll Bring

• General understanding of the role annuities play in the income planning and estate planning process with a desire to learn more.
• General knowledge of basic marketing principles. This includes marketing strategy and outcome measurement.
• Working knowledge of media production, communication, and dissemination techniques and methods.
• General knowledge of compliance issues surrounding annuity products.

Education & Experience

• Minimum Required: Bachelor's Degree in Marketing or business-related field or equivalent combination of education and experience
• Minimum Required: 1+years industry related experience

Licenses & Credentials

• Minimum Required: State Resident Life and Health Insurance License, State LTC designation
• Minimum Required: Series 7, 63 and 66 within 6 months of hire

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook, SharePoint. #LI-JK1

About Stifel

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.