Annuity Counselor
Company: Fisher Investments
Location: Ruskin
Posted on: May 11, 2022
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Job Description:
Do you have strong knowledge and familiarity with Variable,
Fixed, and Fixed Index Annuities? Do you like the idea of helping
investors?
Complicated annuity contracts are sold to investors. We have found
that many annuity contract owners do not fully understand how their
detailed benefits work nor what the long-term ramifications will
be. Fisher Investments, a fiduciary from the start, can help
investors get the most out of those complicated annuity benefits or
make appropriate changes, all within the focus on the investor's
long-term goals.
The Opportunity:
As an Annuity Counselor, you will work primarily with
high-net-worth investors. You can use your in-depth knowledge of
annuities and other insurance related products to be their
advocate. You will work with our analysts to interpret how the
details of the annuity benefits correlate towards the investor's
financial goals. If appropriate, we can help them surrender their
annuity, and upgrade their portfolio to a personalized, global,
flexible, long-term strategy. Regardless of the evaluation outcome,
the work is extremely rewarding. Join us as we help annuity
contract owners and annuity prospects get the information they need
to make good investment decisions going forward.
Throughout your experience here, you will develop and broaden your
capital markets knowledge, work with nearly every department of our
firm, and have merit-based opportunities for advancement throughout
your career. You will report to your Group Manager who will aid in
your professional development and role specific training.
The Day-to-Day:
Use tools to investigate, analyze, and comprehensively understand
the features and benefits of prospective and current clients'
specific annuities
Educate prospective and current clients regarding their annuities,
including a comprehensive view of the benefits
Work with different internal departments to understand each
client's financial situation and potential ramifications associated
with keeping or surrendering their annuities
Your Qualifications:
2+ years of experience with insurance/investments with an advanced
understanding of annuities and their benefits, including additional
riders
Beneficial if you have your State Life & Health or equivalent
insurance license in good order
Maintain a positive personality and a strong client focus
Manage complexity and coordinate across several departments under
strict timelines
We will help you obtain your Series 65 designation to become a
Registered Investment Advisor (if you do not have it already)
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the
investment universe. From unmatched service to unique perspectives
on investing, it's the people that make the Fisher purpose
possible. And we invest in them by offering exceptional benefits
like:
100% paid medical, dental and vision premiums for you and your
qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days
annually
A cumulative learning and development framework customized for
every employee
An award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the
different perspectives and unique skills you bring to the team - it
makes us all better. Success at Fisher Investments is motivated by
results, a collaborative mindset and a commitment to accomplishing
great things - so if you are ready to do that, we are ready for
you! Apply today to be a part of a team environment where you make
a difference in the lives of people by bettering the investment
universe.
*California employees accrue up to 17 days of PTO and 3 days of
sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Palmetto , Annuity Counselor, Other , Ruskin, Florida
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