Annuity Specialist at Globalchannelmanagement

Annuity Specialist needs 5 years Annuity Specialist requires: Proven experience with fixed and fixed index annuitiesStrong understanding of surrender schedules and annuity product structuresAbility to simplify complex financial concepts for clientsExcellent communication organization and analytical skillsSelf-motivated and proactive in identifying client opportunitiesExperience with insurance carriers IMOs or broker-dealer platforms (preferred)Insurance license (215) required; Series 65 or equivalent a plusComfortable discussing financial products and upgrades with clientsMotivated by client success and long-term outcomesCollaborative and professional in team and partner interactionsEvaluate current annuity holdings to identify upgrade or exchange opportunitiesAccurately calculate and explain surrender fees and implications to clientsClearly communicate annuity mechanics and upgrade benefits in client-friendly language Annuity Specialist duties: Key Skills Sales Experience,Crane,Customer Service,Communication skills,Heavy Equipment Operation,Microsoft Word,Case Management,OSHA,Team Management,Catheterization,Microsoft Outlook Calendar,EHS Employment Type : Full Time Experience: years Vacancy: 1 Yearly Salary Salary: 59000 - 60000