Annuity Specialist

Join our growing financial advisory team in Tampa! We are seeking a licensed Annuity Specialist with expertise in fixed and fixed-index annuities to assist clients in optimizing their retirement strategies.

What You'll Do:

• Review client annuities and identify upgrade opportunities
• Explain surrender charges and contract implications clearly
• Run product illustrations to show growth and income potential
• Educate clients on retirement planning and annuity benefits
• Collaborate with IMOs and carriers to access top products
• Present tailored, consultative financial solutions

What Were Looking For:

• Proven experience with fixed and fixed index annuities
• Strong understanding of annuity structures and surrender schedules
• Excellent communication and analytical skills
• Self-motivated, client-focused, and detail-oriented
• Insurance license (215) required; Series 65 a plus

Benefits:

• Paid time off and all major holidays
• Medical, dental, and vision coverage
• 401(k) with employer match
• Access to investment portfolios with no management fees

Why Join Us:
This is your chance to grow your career in retirement planning while helping clients achieve long-term financial success.