Annuity Product Specialist

Chartwell Investment Partners

Remote
Remote
Variable, rila, index and fixed annuity products
Financial advisor/broker and agent communication
Product positioning and submission process explanation
Chartwell Investment Partners is seeking an Annuity Product Specialist to provide information and analysis on various annuity products to financial advisors and brokers. The role requires strong communication skills and financial knowledge, with a focus on problem-solving and collaboration

Job Summary

  • Under limited supervision, this role communicates specialized annuity product information, analysis, and investment solutions to financial advisors/brokers and agents.
  • Responsibilities include fielding calls, supporting sales initiatives, explaining product positioning, and assisting with illustrations and reports.
  • The role provides exposure to cross-functional partners including product management, sales, operations, insurance companies, and compliance, supporting professional development.

Matching Summary

Match Score: 85

Chartwell Investment Partners is seeking an Annuity Product Specialist to provide information and analysis on various annuity products to financial advisors and brokers. The role requires strong communication skills and financial knowledge, with a focus on problem-solving and collaboration.

Skills & Requirements

Must-have

  • Variable, RILA, Index and Fixed Annuity products
  • Financial advisor/broker and agent communication
  • Product positioning and submission process explanation
  • Illustration and report creation
  • Financial research and investment concepts

Nice-to-have

  • Cross-functional partner collaboration
  • Professional development exposure
  • Client needs assessment and problem-solving
  • Handling stressful situations with customer service

Key Requirements

  • 1 year financial services industry experience
  • Bachelor's Degree in Business Administration or Finance
  • State Life Insurance license
  • Securities Industry Essentials (SIE)
  • FINRA Series 7 license (within 9 months of hire)

Work Rights

Not specified

Tailored Resume

Cover Letter