Confidential Recruiting Partners
Client-Focused Annuity Specialist - Fixed & Fixed Index
Confidential Recruiting Partners, Tampa, Florida, us, 33646
A financial advisory firm is seeking an experienced Annuity Specialist to manage an annuity book and identify client upgrade opportunities. The ideal candidate will have a deep understanding of fixed and fixed index annuities, strong analytical skills, and a client-focused approach. Responsibilities include contract analysis, client communication, and providing insights during meetings. The role offers competitive benefits, including paid time off and access to investment portfolios without management fees.
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