Job title: Annuity Options Specialist
Firm: Stifel
Job description: Description :AbstractThe Annuity Options Specialists are answerable for supporting and advertising and marketing the Agency’s annuity merchandise (mounted, instant, listed, buffered, and variable) to Monetary Advisors by way of the phone, e mail, and Stifel’s intranet (Portal). Annuity Resolution Specialists function product consultants for any department personnel with product-specific questions, technical, gross sales, and/or advertising and marketing points. This place additionally offers back-up assist to our order entry staff to help advisors and their associates when submitting trades. Annuity Options Specialists are assigned annuity vendor relationships for whom they evaluate new product/product modifications in addition to coordinate inside advertising and marketing campaigns.Important Duties & Obligations
- Helps Monetary Advisors and their associates with any questions on annuities by way of the phone and e mail.
- Assists Monetary Advisors in annuity evaluations and case design whereas appearing as a liaison between distributors and Monetary Advisors (FA).
- Liable for studying how annuities may be carried out by way of the revenue planning and property planning portion of a whole monetary plan.
- Coordinates content material from annuity distributors and updates advertising and marketing supplies on the Stifel intranet (Portal).
- Evaluations new merchandise/product modifications and communicates them to Monetary Advisors and their associates.
- Performs due diligence on new, and present, annuity distributors.
- Creates inside advertising and marketing campaigns to develop product consciousness and enhance gross sales penetration of annuity merchandise utilizing e mail and Stifel’s intranet (Portal).
- Creates content material for social media and Agency newsletters.
{Qualifications}
- Common understanding of the function annuities play within the revenue planning and property planning course of with a want to be taught extra.
- Common data of fundamental advertising and marketing ideas. This contains advertising and marketing technique and consequence measurement.
- Working data of media manufacturing, communication, and dissemination strategies and strategies.
- Common data of compliance points surrounding annuity merchandise.
Training & Expertise
- Minimal Required: Bachelor’s Diploma in Advertising or business-related discipline or equal mixture of schooling and expertise.
- Minimal Required: 1+ years trade associated expertise.
Licenses & Credentials
- Minimal Required: State Resident Life and Well being Insurance coverage License, State LTC designation.
- Minimal Required: Sequence 7, 63 and 66 inside 6 months of begin date.
Methods & Expertise
- Proficient in Microsoft Excel, Phrase, PowerPoint, Outlook, SharePoint.
About StifelStifel is a greater than 130 years outdated and nonetheless considering like a start-up. We’re a world wealth administration and funding banking agency critical about innovation and recent concepts. Constructed on a easy premise of safeguarding our purchasers’ cash as if it had been our personal, coined by our namesake, Herman Stifel, our success is intimately tied to our dedication to serving to households, corporations, and municipalities discover their very own success.Whereas our headquarters is in St. Louis, we have now places of work in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and greater than 400 different areas. Stifel is dwelling to roughly 9,000 people who’re at present constructing their careers as monetary advisors, analysis analysts, venture managers, advertising and marketing specialists, builders, bankers, operations associates, amongst tons of extra. Let’s discuss how you will discover your home right here at Stifel, the place success meets success.At Stifel we provide an entrepreneurial setting, complete advantages package deal to incorporate well being, dental and imaginative and prescient care, 401k, wellness initiatives, life insurance coverage, and paid break day.Stifel is an Equal Alternative Employer.#L1-CC1
Anticipated wage:
Location: Saint Louis, MO
Job date: Sat, 23 Mar 2024 07:43:21 GMT
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