Annuity Solutions Specialist
Stifel
- Saint Louis, MO
- Permanent
- Full-time
- Supports Financial Advisors and their associates with any questions about annuities via the telephone and email.
- Assists Financial Advisors in annuity reviews and case design while acting as a liaison between vendors and Financial Advisors (FA).
- Responsible for learning how annuities can be implemented via the income planning and estate planning portion of a complete financial plan.
- Coordinates content from annuity vendors and updates marketing materials on the Stifel intranet (Portal).
- Reviews new products/product changes and communicates them to Financial Advisors and their associates.
- Performs due diligence on new, and existing, annuity vendors.
- Creates internal marketing campaigns to develop product awareness and increase sales penetration of annuity products using email and Stifel's intranet (Portal).
- Creates content for social media and Firm newsletters.
- General understanding of the role annuities play in the income planning and estate planning process with a desire to learn more.
- General knowledge of basic marketing principles. This includes marketing strategy and outcome measurement.
- Working knowledge of media production, communication, and dissemination techniques and methods.
- General knowledge of compliance issues surrounding annuity products.
- Minimum Required: Bachelor's Degree in Marketing or business-related field or equivalent combination of education and experience.
- Minimum Required: 1+ years industry related experience.
- Minimum Required: State Resident Life and Health Insurance License, State LTC designation.
- Minimum Required: Series 7, 63 and 66 within 6 months of start date.
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook, SharePoint.