What are the responsibilities and job description for the Annuity Specialist position at BlackStar?
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.