Annuity Specialist Tampa, FL v

Annuity Specialist Tampa, FL

Proven experience with fixed and fixed index annuities, Insurance license (215) required; Series 65 or equivalent a plus

Experience level: Associate Experience required: 9 Years Education level: All education level Job function: Finance Industry: Financial Services Compensation: View salary Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No
End Client: Sandy Morris Financial

Recruiter Note:
Please ensure that all candidates submitted for this role are thoroughly vetted and fully committed to moving forward in the process. Verify that each candidate holds the required active licenses before submission. We will be conducting a phone screening with every candidate submitted. Any discrepancies found in the provided details will result in immediate rejection. Additionally, only local candidates will be considered for this position.

Thank you for your support and partnership

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
Ideal Candidate Traits

Detail-oriented with a strategic mindset
Comfortable discussing financial products and upgrades with clients
Motivated by client success and long-term outcomes
Collaborative and professional in team and partner interactions
Benefits Package

2 weeks paid time off
All major holidays off + Christmas week
Medical, dental, and vision insurance plans
401(k) with employer match
Access to investment company portfolios with no management fees