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Insurance and Annuity Specialist

Product Development & Solutions
Thanks for your interest in the Insurance and Annuity Specialist position. Unfortunately this position has been closed but you can search our 268 open jobs by clicking here.
Required Skills:

  • Wholesaling and point of sale experience
  • 3 to 5 years’ experience working in some sort of life insurance sales capacity involving illustrations and advanced marketing concepts.  
  • Must be able to distill and convey complex technical information to non-technical audiences
  • Proficiency in Microsoft Word, PowerPoint, and Excel.
  • Must have Series 6 or 7, and 63 licenses along with state life and health insurance licenses required or will acquire in 6 months from date of employment.
  • Excellent oral and written communication skills

Preferred Skills:

  • Bachelor's
  •  Industry designations are preferred (CLU, ChFC, CFP)
  • Experience within the RIA marketplace and an understanding of fee-based and fee-only business models
  • Knowledge of Advanced Marketing concepts (162 Bonus, LIRP, Split Dollar, etc.)
  • Excellent oral and written communication skills
Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.

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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

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