Job Details

As an Annuity Advisor, you will work in a team based office environment to offer annuities planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs. You are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals. You have a passion for educating clients on Annuity products, technology and channels available to them to better monitor, maintain, and handle their investments. Job responsibilities: Leverage a solid understanding of financial markets, with a particular emphasis on annuities, to effectively simplify complex financial concepts while building rapport and credibility with our clients. Deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base Possess and continue building on a broad range of investment products, with a primary focus on annuity products and accoun...Advisor, Wealth, Management, Financial, Banking