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Annuity Specialist Tampa, FL $60K/YR
at Global Channel Management, Inc. in Florida
Annuity Specialist needs 5+ years
Annuity Specialist requires:
o Proven experience with fixed and fixed index annuities
o Strong understanding of surrender schedules and annuity product structures
o Ability to simplify complex financial concepts for clients
o Excellent communication, organization, and analytical skills
o Self-motivated and proactive in identifying client opportunities
o Experience with insurance carriers, IMOs, or broker-dealer platforms (preferred)
o Insurance license (215) required; Series 65 or equivalent a plus
o Comfortable discussing financial products and upgrades with clients
o Motivated by client success and long-term outcomes
o Collaborative and professional in team and partner interactions
Annuity Specialist duties:
o Evaluate current annuity holdings to identify upgrade or exchange opportunities
o Accurately calculate and explain surrender fees and implications to clients
o Clearly communicate annuity mechanics and upgrade benefits in client-friendly language
Reference : Annuity Specialist Tampa, FL $60K/YR jobs
Reference : Annuity Specialist Tampa, FL $60K/YR jobs
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Published at 23-11-2025
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