Annuity Solutions Specialist II - Marketing & Advisor Support

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

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.