Address: Tampa, FL 33621
Telephone: 901-207-8038
Email Address: smithassociates1725@gmail.com
Hours: Office Hours – 3:30 PM – 8:00 PM CST
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.
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Position Title : Annuity Specialist
ATTENTION : ” $TOP PAY “(Interviewing Now)
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Location : Tampa, FL
Experience level: Associate
Experience required: 9 Years
Education level: All education level
Job function: Finance
Industry: Financial Services
Compensation: $51,000 – $60,000
Total position: 1
Relocation assistance: No
Visa sponsorship eligibility: No
End Client: Sandy Morris Financial
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
For consideration you must act now, send resume to
smithassociates1725@gmail.com. Sincerely,
Gerald Smith
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