Annuity Product Specialist

Raymond James

Remote
Remote
Variable, rila, index and fixed annuity product knowledge
Financial advisor and broker support
Product positioning and submission process explanation
Raymond James is seeking an Annuity Product Specialist to provide detailed product information and support to financial advisors and brokers, focusing on various annuity products. The role requires strong communication skills and financial knowledge, along with a commitment to client service in a remote work environment

Job Summary

  • Under limited supervision, uses specialized knowledge 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

Raymond James is seeking an Annuity Product Specialist to provide detailed product information and support to financial advisors and brokers, focusing on various annuity products. The role requires strong communication skills and financial knowledge, along with a commitment to client service in a remote work environment.

Skills & Requirements

Must-have

  • Variable, RILA, Index and Fixed Annuity product knowledge
  • Financial advisor and broker support
  • Product positioning and submission process explanation
  • Illustration and report creation
  • Financial markets and products understanding

Nice-to-have

  • Cross-functional partner collaboration
  • Professional development in annuity business
  • Client needs assessment and response
  • Problem-solving and decision-making skills

Key Requirements

  • Bachelor's Degree in related discipline
  • 1 year financial services industry experience
  • State Life Insurance license
  • Securities Industry Essentials (SIE)
  • FINRA Series 7 license

Work Rights

Not specified

Tailored Resume

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