Regional Annuity Specialist

About the role

As a Regional Annuity Specialist at Charles Schwab Insurance Services (CSIS), you will serve as a key resource for financial consultants, providing specialized knowledge and expertise on annuity products and solutions.

Responsibilities

• Serve as a subject matter expert on annuity products, providing credible, specialized guidance to advisors and clients.
• Help clients achieve their retirement and income goals by delivering guidance on annuities as part of a broader wealth management strategy.
• Work closely with Schwab’s advisors, clients, and internal partners to deepen client relationships and enhance Schwab's reputation as a trusted financial institution.
• Educate and coach financial consultants on annuity solutions, transferring knowledge and building capability beyond individual advisory work.
• Collaborate with product development, operations, and wealth specialists to ensure solutions remain aligned, accurate, and up-to-date.
• Communicate complex financial concepts by simplifying product features and educating both consultants and clients, ensuring clarity in guidance.
• Build trust and continuity in client interactions, enabling tailored recommendations that enhance both the client experience and advisor effectiveness.
• Manage multiple priorities in a fast-paced environment, being self-motivated, organized, and capable of working on-site in specified locations.

Requirements

• Product Expertise: Deep product expertise required to provide credible, specialized guidance to advisors and clients.
• Client Relationship Management: Effective communication of complex financial concepts, simplifying product features, and educating both consultants and clients.
• Organization: Self-motivated, organized, and capable of managing multiple priorities in a fast-paced environment.

Qualifications

• Required Qualifications:
• Active FINRA Series 6 or 7 license
• Active FINRA Series 63 license (or equivalent)
• Preferred Qualifications:
• Life & Health Insurance License (obtainable within the first 120 days)
• Advanced degrees or certifications including CFP®, CFA®, ChFC®

Benefits

The role is eligible for bonuses or incentive opportunities, and offers a competitive benefits package including:

• 401(k) with company match and Employee stock purchase plan
• Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance