Annuity Solutions Specialist II — Training & Education Lead

Stifel Financial Corp.; Northern (KY); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Stifel Financial Corp. is seeking an Annuity Solutions Specialist II to support and market the firm’s annuity products to Financial Advisors via telephone, email, and intranet.

You will act as a product expert, deliver internal training, and develop marketing campaigns to promote annuities within comprehensive financial planning. You will also assist Advisors with annuity reviews, design cases, and coordinate with vendors, while creating social media content and firm newsletters.

Qualifications

• Bachelor's degree in Marketing or business-related field.
• 3+ years of industry-related experience.

Responsibilities

• Supports Financial Advisors via telephone, email, and intranet with annuity products.
• Serves as product expert for branch personnel with product questions and technical matters.
• Develops and delivers internal training on annuities within financial planning context.
• Creates internal marketing campaigns and social media content to promote annuities.
• Assists Financial Advisors in annuity reviews and case design; liaises with vendors.
• Creates content for social media and Firm newsletters.
• Reviews new products and communicates changes to Financial Advisors.
• Performs vendor due diligence for annuities.
• Back-ups Senior Specialist for training, Closer Look, and recruiting.

Skills

Marketing knowledge

Media production

Compliance knowledge

Education

Bachelor's Degree in Marketing

Tools

Excel

Word

PowerPoint

Outlook

SharePoint

WebEx

Job description

Stifel Financial Corp. is seeking an Annuity Solutions Specialist II to support and market the firm’s annuity products to Financial Advisors via telephone, email, and intranet.

You will act as a product expert, deliver internal training, and develop marketing campaigns to promote annuities within comprehensive financial planning. You will also assist Advisors with annuity reviews, design cases, and coordinate with vendors, while creating social media content and firm newsletters.