Job Description

We are seeking for an

Annuity Specialist in Tampa, FL

Full Time:

Monday-Friday, 8:30am-4:30pm

We're seeking a knowledgeable and client-focused

Annuity Specialist

to join a growing financial advisory team. This role is ideal for someone with deep expertise in

fixed index annuities

, strong analytical skills, and a passion for helping clients optimize their retirement strategies. You'll manage and enhance our existing annuity book of business, identify upgrade opportunities, and deliver tailored solutions aligned with evolving client goals.

Key Responsibilities

Review & Analyze Contracts

: Evaluate current annuity holdings to identify upgrade or exchange opportunities

Surrender Charge Calculations

: Accurately calculate and explain surrender fees and implications to clients

Product Expertise

: Maintain deep knowledge of fixed index annuities, including growth, income, and legacy strategies

Client Education

: Clearly communicate annuity mechanics and upgrade benefits in client-friendly language

Illustrations & Comparisons

: Run and interpret product illustrations to demonstrate performance and added value

IMO Collaboration

: Partner with Independent Marketing Organizations to source competitive product options

Consultative Sales

: Present upgrade opportunities in a needs-based, solution-oriented manner

Data Management

: Collect and organize client data, policy details, and supporting documentation

Carrier Coordination

: Contact insurance companies to obtain contract values, performance history, and policy specifics

Qualifications

Proven experience with

fixed and fixed index annuities

Strong understanding of surrender schedules and annuity product structures Ability to simplify complex financial concepts for clients Excellent communication, organization, and analytical skills Self-motivated and proactive in identifying client opportunities Experience with insurance carriers, IMOs, or broker-dealer platforms (preferred)

Insurance license (215)

required;

Series 65

or equivalent a plus
#fixed #index #annuities #Insurance #license #

Series65

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

401(k) matching Health insurance Life insurance
Experience:

fixed and fixed index annuities: 9 years (Required) understanding of surrender schedules and annuity product : 1 year (Required) insurance carriers, IMOs, or broker-dealer platforms : 1 year (Required)
License/Certification:

Insurance license (215) & Series 65 (Required)
Work Location: On the road