Annuity Solutions Specialist II

Stifel Financial Corp.; St. Louis (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

Stifel seeks an Annuity Solutions Specialist II to support and market the Firm’s annuity products to Financial Advisors via phone, email, and Portal. You will serve as a product expert, develop internal trainings, and create marketing content to promote annuity concepts within comprehensive financial plans.

The role emphasizes collaboration with advisors, training delivery, and coordination with vendors, with a focus on integrating annuities into client planning and estate strategies.

Qualifications

• Minimum Required: Bachelor’s Degree in Marketing or a business-related field.
• Minimum Required: 3+ years of industry-related experience.
• Strong knowledge of marketing principles and how to measure outcomes.
• Familiarity with annuity products and regulatory considerations.

Responsibilities

• Supports Financial Advisors and their associates with questions about annuities via telephone and email.
• Develops and delivers internal training presentations and educational materials for annuities as part of a complete financial plan.
• Creates internal marketing campaigns to develop product awareness and increase sales penetration of annuity products using email and the Portal.
• Creates content for social media and Firm newsletters.
• Reviews new products/product changes and communicates them to Financial Advisors and their associates.
• Performs due diligence on new and existing annuity vendors.
• Acts as back-up to Senior Specialist for training, Closer Look, and recruiting.

Skills

Marketing principles

Media production and dissemination

Compliance knowledge

Education

Bachelor's Degree in Marketing or business-related field

3+ years of industry-related experience

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

SharePoint

WebEx

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.

What You'll Be Doing

The Annuity Solutions Specialist II is 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 II are product experts for branch personnel with product-specific questions and technical, sales, and/or marketing matters. This role demonstrates a strong knowledge of how annuities can be integrated into a financial plan through income and estate planning processes. Annuity Solutions Specialists II develop and deliver internal training for Financial Advisors and their associates that promote the discussion of annuities in the context of a complete financial plan. This role creates internal marketing campaigns and authors social media/Firm newsletter content to promote annuity concepts.

What We're Looking For

• Develops and delivers internal training presentations and educational materials to promote the discussion of annuities as part of a complete financial plan.
• Creates internal marketing campaigns to develop product awareness and increase sales penetration of annuity products using email and Stifel's intranet (Portal)
• 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).
• Creates content for social media and Firm newsletters.
• Reviews new products/product changes and communicates them to Financial Advisors and their associates.
• Performs due diligence on new and existing annuity vendors.
• Acts as a back-up to Senior Specialist for training, Closer Look, and recruits.

What You'll Bring

• Solid knowledge of marketing principles. This includes marketing strategy and outcome measurement.
• Working knowledge of media production, communication, and dissemination techniques and methods, including alternative ways to inform and gain interest via written, oral, and visual media.
• General knowledge of compliance issues surrounding annuity products.

Education & Experience

• Minimum Required: Bachelor's Degree in Marketing or a business-related field.
• Minimum Required: 3+ years of industry-related experience.

Licenses & Credentials

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

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook, and SharePoint.
• Experience with WebEx webinar software.

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.