Advanced Market - Annuity & Retirement Solutions
Advanced Markets - Annuity & Retirement Solutions
Compensation: $160,000-$200,000 + Bonus
Location: U.S. (15-25% travel)
About the Role
We are looking for an experienced professional to join our Advanced Markets area, focusing primarily on annuity and retirement‑related strategies. This role supports internal partners, contributes to field engagement, and participates in select presentations or trainings where technical clarity is needed. The position involves simplifying complex annuity concepts and helping teams better understand how these solutions fit within broader retirement planning discussions.
Key Responsibilities
- Provide internal guidance on annuity concepts, planning considerations, and related technical topics.
- Support teams that work with advisors and field partners by helping position annuity‑based strategies.
- Assist with case conversations and clarify how different annuity approaches may align with client goals.
- Participate in select speaking engagements, meetings, and trainings (approximately 15-25% travel).
- Contribute to the creation of educational or technical support materials.
- Stay current on relevant industry, regulatory, and product developments.
Qualifications
- 8+ years of experience in annuities, retirement planning, or a related advanced markets role.
- Strong communication and presentation skills, with the ability to simplify complex ideas.
- Prior experience supporting sales teams, wholesalers, or distribution partners is helpful.
- FINRA Series 6 or 7 required.
- Professional designations (CFP®, ChFC®, CLU®, CPA, JD) preferred but not required.
- Ability to collaborate across departments and provide sound technical support.
What We Offer
- Base salary of $160,000-$200,000, based on experience.
- Performance‑based incentives and a full benefits package.
- A visible, impactful role supporting key organizational priorities.
- Opportunities for professional growth and continued development.
FAQs
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