Annuity Specialist
Annuities aren’t for every investor – in fact, we’ve found that some investors who own annuities wish they never purchased one! As a result of our research and with the objective of putting our clients’ interests at Fisher Investments first, we have developed a unique program that offers an extremely attractive option to qualified investors who own an annuity, but are unsure if it is truly appropriate for their investment portfolio.
As part of that program, Annuity Counselors work with prospective and current Fisher Investments’ high-net-worth clients in regard to their existing annuities. The Annuity Counselor will speak with these individuals to discuss information about their annuity features and work with internal teams to further examine the annuity. The Annuity Counselor will then educate the prospective or current client about the potential benefits and disadvantages of annuities, offering a balanced view to help these individuals determine for themselves if annuities are actually appropriate for their investment portfolio, and discuss other potential investment options. The right candidate will have an advanced understanding of annuities and riders, and be interested in gaining additional finance and capital markets education through our training and mentoring program.
About Fisher Investments:
Fisher Investments is a privately-held investment management firm headquartered in the San Francisco Bay Area managing portfolios for high-net-worth private clients and some of the world's preeminent institutions. We promote a performance-based culture with potential for lateral and vertical growth. Our highly competitive compensation plan includes complete coverage of monthly medical, dental, and vision premiums (less deductibles), paid time off, as well as an exceptional 50% match on 401(k) contributions up to the maximum amount allowed by the IRS.
Responsibilities:
•Conduct conference calls with prospective and current clients and the insurance firms associated with each annuity to gather pertinent information
•Work closely with various internal departments to understand the financial situation of prospective clients and potential issues associated with the surrender of an annuity
•Investigate, analyze, and understand the various features of prospective and current clients’ specific annuity
•Offer prospective and current clients education regarding annuities, including a balanced view of the benefits and disadvantages of their specific annuity
•Provide prospective clients with information regarding other types of investment strategies such as those typically employed by Fisher Investments for clients
Qualifications:
•Bachelor’s degree or equivalent combination of education/experience
•3+ years of prior annuity sales experience preferred
•Series 65 plus State Health and Life or equivalent insurance licenses
•Advanced understanding of annuities and riders
•Dynamic verbal communication skills to clearly communicate and answer questions regarding complex aspects of an annuity
•Demonstrated ability to prioritize responsibilities and handle day-to-day changes in workload
•Willingness to be flexible to the changing needs of a growing business unit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Leave a Reply
You must be logged in to post a comment.