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Annuity Specialist

The ASA Group in Little Rock, AR, USA

Benefits Offered

401K, Dental, Life, Medical, Vision

Employment Type

Full-Time

Why Work Here?

“Awesome CEO, great benefits, and room for growth!”

Job brief

To support the growth of annuity operations by recruiting new agents and institutions and efficiently assuming the day to day servicing needs of existing annuity operations

Responsibilities

  • Solicit annuity business including income, fixed and fixed indexed products
  • Compare costs and benefits of annuity products to multiple asset classes within the securities realm
  • Design client solutions for agents based on case data including income rider screens, carrier illustrations and various rate watch services
  • Conduct pre-suitability reviews with agents
  • Review annuity applications for correctness, completion and suitability issues
  • Monitor case manager and licensing/commission specialist servicing annuity agents
  • Intervene when necessary as annuity processing or agent contracting/commission problems arise
  • Monitor carrier ratings, financial performance and major event headlines
  • Liaison with carrier Annuity Regional Vice Presidents
  • Monitor and assist the implementation process of various regulations such as the Department of Labor Fiduciary Rule, SEC Reg BI, NAIC Annuity Suitability Model, etc. Clearly communicate requirements to agents and adjust as necessary to internal procedures for RRs and IARs.

Requirements

  • High ethical standard with desire and ability to operate in a “Best Interests” environment
  • General knowledge of annuity products and solid knowledge of financial services industry
  • Proven ability to sell financial products
  • Ability to effectively communicate with agents, end clients (when requested), office staff, and carrier executives
  • Ability to react to and process agent demands in short order
  • Ability to multi-task for long periods of time using telephone, email and software simultaneously

Preference

Active Series 6, 7 or 65 with no history of complaints or misdealings

The ASA Group

About The ASA Group:

The ASA Group is a premier insurance Brokerage General Agency (BGA) with over 40 years of experience. We work with financial professionals, licensed advisors, financial planners and registered investment advisors. Our advisors come to us with the information about their clients; we process their business and leverage our long-standing relationships with insurance companies in order to find the product that best suits each client.

Company website: http://www.theasagroup.com

Company address: 11807 Hinson Road, Little Rock, AR 72212

Posted date: 11 days ago

View all Jobs at The ASA Group