Annuity Solutions Strategist for Financial Advisors

CareerArc; St. Louis (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

Stifel is seeking Annuity Solutions Specialists to support Financial Advisors with annuity product questions by phone and email, coordinate vendor content, and back up order-entry teams for trades. You will serve as a product expert and help design income and estate planning through annuities.

You will update marketing materials in the intranet, review new products, perform vendor due diligence, and create campaigns to raise product awareness.

Qualifications

• General understanding of the role annuities play in the income planning and estate planning process.
• 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.
• State resident life and health insurance license and LTC designation.
• Series 7, 63 and 66 licenses within 6 months of hire.

Responsibilities

• 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.

Skills

Annuities knowledge

Marketing principles

Media production basics

Compliance knowledge

Education

Bachelor's degree in Marketing or related field

1+ years industry experience

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

SharePoint

Job description

Stifel is seeking Annuity Solutions Specialists to support Financial Advisors with annuity product questions by phone and email, coordinate vendor content, and back up order-entry teams for trades. You will serve as a product expert and help design income and estate planning through annuities.

You will update marketing materials in the intranet, review new products, perform vendor due diligence, and create campaigns to raise product awareness.