What are the responsibilities and job description for the Annuity Specialist (fixed and fixed index annuities, data analysis, regulatory compliance) position at Talent Search PRO?
Full Time: Monday-Friday, 8:30am-4:30pm
We’re seeking a Junior Financial Advisor to join a local Tampa NW fast-growing advisory firm and work directly with existing clients while helping close inbound leads—no cold calling or prospecting required. This is a client-facing role ideal for someone who is coachable, adaptable, proactive, and ready to learn their proven process for delivering exceptional financial guidance. Direct Hire placement with great benefits package and PTO.
Key Responsibilities
Build relationships with existing clients and help manage their financial portfolios
Close new business from warm inbound leads—no hunting or cold outreach
Learn and implement the firm’s financial planning process and client service model
Present and manage index annuity and insurance-based investment strategies
Conduct client reviews, portfolio updates, and retirement planning sessions
Maintain accurate records in CRM and financial planning software
Collaborate with senior advisors and support staff to ensure seamless client experiences
Stay current on market trends, product offerings, and regulatory updates
Required Qualifications
Close new business from warm inbound leads—no hunting or cold outreach
Learn and implement the firm’s financial planning process and client service model
Present and manage index annuity and insurance-based investment strategies
Conduct client reviews, portfolio updates, and retirement planning sessions
Maintain accurate records in CRM and financial planning software
Collaborate with senior advisors and support staff to ensure seamless client experiences
Stay current on market trends, product offerings, and regulatory updates
Required Qualifications
Series 65 license (required)
Florida 215 Insurance License (preferred)
Experience working with Assets Under Management (AUM), especially index annuities
10 Years or less of financial advisory experience
Strong communication and relationship-building skills
Efficient, organized, and able to manage multiple client relationships
Team-oriented with a growth mindset and willingness to be coached
Top Skills for Success
Florida 215 Insurance License (preferred)
Experience working with Assets Under Management (AUM), especially index annuities
10 Years or less of financial advisory experience
Strong communication and relationship-building skills
Efficient, organized, and able to manage multiple client relationships
Team-oriented with a growth mindset and willingness to be coached
Top Skills for Success
Financial planning and client service
Investment product knowledge (annuities, retirement strategies)
Time management and follow-through
Team collaboration and adaptability
Sales closing and consultative communication
Benefits Package
Investment product knowledge (annuities, retirement strategies)
Time management and follow-through
Team collaboration and adaptability
Sales closing and consultative communication
Benefits Package
2 weeks paid time off
All major holidays off Christmas week
Medical, dental, and vision insurance plans
401(k) with employer match
Access to investment company portfolios with no management fees
All major holidays off Christmas week
Medical, dental, and vision insurance plans
401(k) with employer match
Access to investment company portfolios with no management fees