Annuity Solutions Specialist

Stifel; St. Louis (MO); On-site; USD 60,000 - 75,000; Full time

Job summary

Stifel, a leading wealth management firm, seeks an Annuity Solutions Specialist to support Financial Advisors and associates with annuity products. You will review products, coordinate vendor communications, and help design income/estate planning strategies within client plans.

You’ll back up order entry, handle inquiries via phone/email, and develop internal campaigns and materials for marketing annuity solutions across the firm.

Qualifications

• Bachelor's degree in Marketing or business-related field or equivalent experience.
• Minimum 1 year in the annuities/financial services industry.
• Licenses: Life and Health Insurance (state), LTC designation, Series 7/63/66 within 6 months.

Responsibilities

• Support Financial Advisors and staff with annuity questions via phone and email.
• Assist in annuity reviews and case design; liaison between vendors and FA.
• Learn income and estate planning integration for annuities.
• Coordinate vendor content and update marketing materials on Portal.
• Communicate new products/changes to Advisors and staff.
• Perform due diligence on annuity vendors; create internal campaigns.
• Create content for social media and firm newsletters.

Skills

Annuities knowledge

Marketing principles

Media production

Compliance knowledge

Client support

Vendor coordination

Content creation

Education

Bachelor's degree in Marketing or business-related field

1+ years industry related experience

Tools

Microsoft Excel

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.