Annuity Specialist

Magellan Financial & Insurance Services, Inc.; Topeka (KS); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

Paid time off

Birthday day off

401(k) match

Holidays

Job summary

Magellan Financial & Insurance Services, Inc. in Topeka, Kansas is seeking a detail-oriented role to execute annuity illustrations for advisor meetings. You will gather inputs, run scenarios, revise outputs as needed, and clearly flag unresolved items for action.

The position emphasizes fast, accurate illustration support, volume handling, and collaboration with sales and contracting teams to move cases forward.

Qualifications

• Able to run annuity illustrations and explain how inputs are set up and how outputs are checked.
• Accurate case inputs, reliable follow-through, and clear communication with advisors and teammates.
• Five days a week in the Topeka office, Monday–Friday, with a workable commute or relocation plan.

Responsibilities

• Receive illustration and product requests from advisors and sales team and run scenarios.
• Check outputs against requested criteria, manage revisions, and flag unresolved items for advisors.
• Maintain throughput across concurrent requests without sacrificing accuracy or follow-through.
• Coordinate handoffs to new-business and contracting colleagues while staying focused on advisor support.
• As depth allows, perform product comparisons, answer advisor questions, design cases, and provide recommendations.

Skills

Annuity illustrations

Case design

Cross-team communication

Volume production

Job description

An advisor needs annuity illustrations for a client meeting: inputs clarified, illustrations run and revised, output checked, and the open questions flagged before it goes back. That request lands in front of you, along with several others, and the advisor's case moves forward because you got it right the first time.

This seat sits on one of our sales teams at Magellan Financial in Topeka, Kansas, supporting the independent advisors we partner with. Slow or inaccurate illustrations stall case decisions and eat sales-team time. Your job is to make that support fast, accurate, and useful.

The work

• Take illustration and product requests from advisors and the sales team, get the missing inputs, and run the scenarios.
• Check every output against what's asked, handle revisions, and return materials the advisor can use, calling out anything still unresolved.
• Keep concurrent requests moving without losing accuracy or dropping follow-through.
• Coordinate handoffs to our new-business and contracting colleagues while staying focused on advisor support.
• As your product depth allows: product comparisons, answering advisor product questions, case design, and recommendations.

We're hiring across the full range

• If you can run annuity illustrations well today and want to build real knowledge of fixed and fixed-indexed annuity products on live cases, you're a fit.
• If you're already a complete fixed/FIA product expert who can compare carriers, design a sophisticated case, and defend a recommendation, you fit too, and we need you.

Advanced case design and current recommendation capability are great, but not requirements. What we require is effective illustration execution, the ability to get productive at volume quickly, and the capacity to develop.

Why this is a good move

You learn products on real advisor cases with sales colleagues, not from a module. Broader product and case responsibility follows demonstrated capability and the ability to know when to ask for help. Compensation is matched to the capability and experience you bring, and strong individual contributors build long careers here.

Magellan is privately held and founder-led. We help independent financial advisors build and grow their businesses through annuity and insurance distribution, marketing, training, and operations. Advisors keep their firms and client relationships; we help them put useful solutions to work.

What we ask

• You can run annuity illustrations effectively and explain how you set up inputs and check your output.
• Accurate case inputs, reliable follow-through, and clear communication with advisors and teammates.
• Five days a week in our Topeka office, Monday through Friday, with a workable commute or relocation plan.
• Preferred: fixed/FIA product expertise, multi-carrier knowledge, case design, and accurate production under volume, including revisions and prioritization.

The trade

This is an in-office role; we don't offer a hybrid option. Routine illustrations, revisions, and detailed checking stay part of the work at every level, and growth follows what you demonstrate, not a promise or timetable.

Benefits include medical, dental, vision, life, and disability coverage; PTO starting at 15 days and growing with tenure; paid holidays plus a paid birthday day off; and a 401(k) with a dollar-for-dollar match on the first 6%.