Annuity Solutions Specialist II - Training & Marketing

Stifel, Incorporated; St. Louis (MO); On-site; USD 65,000 - 95,000; Full time

Job summary

Stifel, Incorporated seeks an Annuity Solutions Specialist II to support and market fixed, immediate, indexed, buffered, and variable annuities to Financial Advisors via telephone, email, and Portal. This role provides product expertise, trains staff, and creates internal campaigns for annuity concepts within financial planning.

Ideal candidates have a marketing background, 3+ years of experience, and proficiency with Excel, Word, PowerPoint, Outlook, SharePoint and WebEx.

Qualifications

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

Responsibilities

• Supports and markets annuity products to Financial Advisors via phone, email, and intranet.
• Provides product expertise and answers questions on annuities in planning.
• Develops internal training and marketing campaigns for annuity concepts.
• Creates content for social media and firm newsletters.
• Reviews new products and coordinates with vendors and Financial Advisors.

Skills

Marketing principles

Media production

Compliance knowledge

Education

Bachelor's degree in Marketing or business-related field

Tools

Excel

Word

PowerPoint

Outlook

SharePoint

WebEx

Job description

Stifel, Incorporated seeks an Annuity Solutions Specialist II to support and market fixed, immediate, indexed, buffered, and variable annuities to Financial Advisors via telephone, email, and Portal. This role provides product expertise, trains staff, and creates internal campaigns for annuity concepts within financial planning.

Ideal candidates have a marketing background, 3+ years of experience, and proficiency with Excel, Word, PowerPoint, Outlook, SharePoint and WebEx.