Willenborg Wealth Management is seeking an Annuity Product Specialist to support financial advisors and brokers by providing expertise on various annuity products. This remote position requires a strong understanding of financial markets and effective communication skills to facilitate client inquiries and product analysis
Job Summary
Under limited supervision, uses specialized knowledge and skills to communicate annuity product information, analysis, and investment solutions to financial advisors/brokers and agents.
This role provides exposure to cross-functional partners including product management, sales, operations, insurance companies and compliance, supporting professional development and broader understanding of the annuity business.
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Matching Summary
Match Score: 85
Willenborg Wealth Management is seeking an Annuity Product Specialist to support financial advisors and brokers by providing expertise on various annuity products. This remote position requires a strong understanding of financial markets and effective communication skills to facilitate client inquiries and product analysis.
Skills & Requirements
Must-have
Variable, RILA, Index and Fixed Annuity products
Financial advisor/broker and agent communication
Product positioning and submission process
Illustration and report creation
Financial research and investment concepts
Nice-to-have
Cross-functional partnership
Professional development
Client needs assessment
Fast-paced work environment
Team collaboration
Key Requirements
Bachelor’s Degree in related discipline
Minimum of one (1) year financial services experience