Annuity Solutions Specialist

Stifel Financial; St. Louis (MO); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player seeks a proactive Annuity Solutions Specialist to support and market annuity products to Financial Advisors. This engaging role involves answering inquiries, assisting with case design, and coordinating marketing efforts. You'll be the go-to expert for product knowledge and will play a vital role in enhancing product awareness through innovative campaigns. Join a firm with over 130 years of experience and a commitment to innovation, where your contributions can significantly impact the success of clients and the firm. If you're eager to grow in a dynamic environment, this opportunity is perfect for you.

Benefits

Health Care

Dental Insurance

Vision Care

401k

Wellness Initiatives

Life Insurance

Paid Time Off

Qualifications

• 1+ years of industry-related experience required.
• State Resident Life and Health Insurance License is necessary.

Responsibilities

• Support Financial Advisors with annuity-related questions via phone and email.
• Create internal marketing campaigns to boost annuity product awareness.

Skills

Annuity Knowledge

Marketing Principles

Media Production

Compliance Knowledge

Education

Bachelor's Degree in Marketing

Equivalent combination of education and experience

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

SharePoint

Job description

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

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.