JobMesh

Annuity Product Specialist

Raymond James · St. Petersburg, Florida, US

Job Description Summary Job Description Under limited supervision, uses specialized knowledge and skills obtained through education, experience and/or specia...

Job description

Job Description Summary Job Description: Under limited supervision, uses specialized knowledge and skills obtained through education, experience and/or specialized training to communicate assigned Variable, RILA, Index and Fixed Annuity product information, analysis, and investment solutions to financial advisors/brokers and agents. Guidance is provided to perform varied, sometimes complex, analysis activities that require some evaluation, originality and ingenuity in solving problems or making moderately complex decisions. Regular contact with internal customers and external information sources is required to obtain, clarify, or provide facts or information. 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. Essential Duties and Responsibilities: Fields incoming calls on available products and services. Partners with Internal & External Annuity Consultants and provides support for sales initiatives. Responds to questions about Variable, RILA, Index and Fixed Annuities . Discusses and explains product posit...