Annuity Suitability Jobs (NOW HIRING)

About Renaissance Financial
Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. The mission of this full-time position is to be responsible for educating advisors on approved annuity products. Working with advisors on each unique client situation to determine a suitable recommendation as well as due diligence on existing annuities in each client’s portfolio.

Primary Responsibilities:

• Provide up to date information on approved Annuity products to advisors.
• Carry out training programs for Registered Representatives who solicit, offer, and sell annuities.
• Work with wholesalers to keep up relationships and acquire required information on each company and their products.
• Research existing and historical annuities and layout information for advisors to assess what clients or prospects currently own and how it first with their overall financial goals.
• Identify suitability concerns and relay information appropriately.
• Help track the progress of annuity planning with advisors from recommendation to submission of paperwork.

Secondary Responsibilities:

• Review new annuity account paperwork daily.
• Assist in suitability checks on annuity applications being submitted daily.
• Assist with technology and paperwork questions form advisors and assistants.
• Scan paperwork for submission to custodians and for processing service requests.
• Track progress of annuity submissions for the firm.
• Develop expertise in our firm’s technology and software tools and platforms.
• Knowledgeable on annuity products available to our firm.

Essential Characteristics:

• Must have a high level of interpersonal skills to handle sensitive and confidential situations.
• Enjoy collaborating and being a part of a team that puts clients first.
• This position requires demonstrated poise, tact, patience, and diplomacy.
• Must be able to interact and communicate with individuals at all levels of the organization.
• Work requires attention to detail and organization in such things as composing, typing, and proofreading materials, establishing priorities and meeting deadlines.
• Eager to learn about the industry and our firm and enjoy working in a fast-paced environment with a demonstrated ability to juggle multiple competing tasks and demands.
• Tech savvy, with the proficiency to quickly learn new technology tools, platforms and software.
• Open to feedback and coaching.
  Education, Training & Experience:
• College degree preferred; must have high school diploma.
• One or more years of experience in an office environment.

Preferred Qualifications:

• Renaissance pays for the exam fees for required registrations. The company also allows for paid study time off for taking the classes offered to help pass the tests.
  • SIE
  • Series 7
  • Series 66

 Computer Equipment and Software:

• Microsoft Office Products
• Databases

Working Conditions:

• This position is in-office, in a business professional environment.
• Standard 40-hour work week.
• Overtime hours and travel may be required.
• We are committed to providing an accessible work environment. If you need accommodations, please let us know.

Benefits and Incentives:

• Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).
• Employer Paid Medical Insurance.
• Potential for Annual Variable Compensation and Bonuses.
• Employer Licensing Coverage and Growth Opportunities.