Annuity Solutions Specialist II

About the role

Stifel strives for a culture that puts its clients and associates first, fostering a welcoming environment where everyone belongs, contributes, and succeeds.

Responsibilities

• Supports and markets Stifel's annuity products to Financial Advisors via telephone, email, and Stifel's intranet (Portal).
• Develops and delivers internal training for Financial Advisors and their associates on integrating annuities into financial plans.
• Creates internal marketing campaigns and authors content for social media and Firm newsletters to promote annuity concepts.
• Assists Financial Advisors with annuity reviews and case design, serving as a liaison between vendors and Financial Advisors.
• Performs due diligence on new and existing annuity vendors.
• Acts as a backup for the Senior Specialist for training, Closer Look, and recruitment activities.

Requirements

• Solid knowledge of marketing principles, including strategy and outcome measurement.
• Working knowledge of media production, communication, and dissemination techniques.
• General knowledge of compliance issues surrounding annuity products.

Qualifications

• Minimum required: Bachelor's Degree in Marketing or a business-related field.
• Minimum required: 3+ years of industry-related experience.
• Minimum required: FINRA Series 7, 63, and 66 within six months of hire.
• Minimum required: State Resident Life and Health Insurance License, State LTC designation.

Skills

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook, and SharePoint.
• Experience with WebEx webinar software.

Benefits

At Stifel, you will enjoy comprehensive benefits including health, dental, and vision care, a 401(k), wellness initiatives, life insurance, and paid time off.

Pay

Details on pay are not specified in this posting.

Schedule

Details on schedule are not specified in this posting.