Annuity Product Specialist

Chartwell Investment Partners

Base salary components included; + compensation ma...
Hybrid
Variable rila index fixed annuity knowledge
Strong oral and written communication skills
Ability to analyze market events and products
This role involves communicating complex Variable, RILA, Index, and Fixed Annuity product information to financial advisors and agents under limited supervision

Job Summary

  • This role involves communicating complex Variable, RILA, Index, and Fixed Annuity product information to financial advisors and agents under limited supervision.
  • The position requires partnering with internal and external consultants to support sales initiatives, create illustrations, and conduct annuity reviews.
  • Employees are eligible for a comprehensive benefits package including medical, dental, vision, life insurance, retirement savings, and paid time off.

Matching Summary

This role involves communicating complex Variable, RILA, Index, and Fixed Annuity product information to financial advisors and agents under limited supervision.

Salary

Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Variable RILA Index Fixed Annuity knowledge
  • Strong oral and written communication skills
  • Ability to analyze market events and products

Nice-to-have

  • Experience in fast-paced work environment
  • Collaborative team player mindset
  • Professional representation of firm values

Key Requirements

  • Bachelor's Degree in Business Administration or Finance
  • Minimum one year of financial services industry experience
  • State Life Insurance license required within nine months
  • FINRA Series 7 license required within nine months
  • Securities Industry Essentials (SIE) certification required within nine months

Work Rights

Not specified

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