Annuity Specialist
Capstone Financial, LLC · Chesterfield, MO · Yesterday
HybridFull-time
What You'll Do
- Serve as the firm's annuity expert across Fixed, Indexed, Income, Variable, and RILA products.
- Consult with advisors on product selection, retirement income planning, and case design.
- Provide technical expertise, sales support, illustrations, and proposal development.
- Affiliate with annuity applications, case management, and placement support.
- Deliver training, product updates, and market insights to advisors and staff.
- Partner with Operations, Compliance, wholesalers, and carrier partners to ensure a smooth business process.
- Help increase advisor utilization of annuity solutions and drive firm-wide production growth.
Qualifications
- Active Life & Health Insurance License
- 3+ years of experience in annuities, insurance, retirement planning, or financial services
- Strong understanding of annuity products and retirement income concepts
- Excellent communication and relationship-building skills
Preferred
- FINRA registrations (Series 6, 7, 63, and/or 66)
- Experience supporting financial advisors in a consultative role
- Experience within an independent advisory, broker-dealer, or insurance organization