Annuity Specialist

Magellan Financial and Insurance Services
US - Kansas - Neodesha
November 6, 2024
Financial

Do you know your annuities inside and out and want to make a real difference? Are you ready to put your expertise to work in a high-energy, fast-growing company where you'll be valued and rewarded for your impact? Magellan Financial, one of the most innovative and fastest-growing insurance and financial services distributors in the independent advisor space, is looking for a driven Annuity Product Expert to join our team.
We're talking to ambitious, service-oriented professionals who know fixed-indexed annuities and are motivated by the chance to make more money every year they're with us.

About Us

Magellan Financial partners with elite independent financial advisors nationwide, helping them build their brands, grow their practices, and amplify their impact.
With over 20 years of innovation and leadership in the insurance and financial services industry, Magellan is renowned for its dedication to helping advisors reach more clients and ultimately change more lives.
When advisors join us, they gain a true partner committed to their success from day one, with a full suite of services.
Magellan's motto is More.
Better.
Different.
and that's precisely what we bring to the table for advisors nationwide.

About the Role

As an Annuity Product Expert, you'll be the go-to resource for our advisors seeking guidance on annuity product options, income planning, and customized case design.
You'll provide expert-level support on fixed-indexed annuities, advising advisors on everything from carrier details and product specs to designing plans that meet the specific financial goals of pre-retirees and retirees.
Your role will directly impact our advisors' success.

Primary Responsibilities

Act as the expert on fixed-indexed annuities, guiding advisors on product selection and case design.
Take inbound calls and respond to emails, delivering tailored recommendations and problem-solving advice.
Reach out to advisors and advise them on how to enhance their product offerings/planning.
Collaborate with advisors to create customized income plans and product solutions that meet client needs.
Stay current on industry trends and annuity product updates, ensuring our advisors have the latest insights and strategies.
Work as part of a collaborative, high-energy team dedicated to providing unmatched support to advisors nationwide.

What You Bring to the Table

FIA Expertise:
Solid knowledge of fixed-indexed annuities and their role in a comprehensive financial plan.
Communication Skills:
Excellent phone and email skillsyou can easily connect, advise, and build relationships.
Motivation & Drive:
You're hungry for success and are always pushing to learn more and grow in your role.
Team Player:
Our success is collective; you thrive in a collaborative environment.
Bonus Points:
Knowledge of life insurance or securities, a background with business owners or entrepreneurs, or a relevant license (e.g., life insurance or securities).

What You'll Get

Competitive Pay:
Competitive Salary (negotiable) plus monthly and quarterly bonuses.
Performance-Based Growth:
Expect to earn more yearly as you build relationships and deepen your expertise.
Professional Growth:
Work in an environment that invests in you, offers continuous learning, and celebrates your wins.

Qualifications

Strong background in annuities, ideally fixed-indexed annuities.
Excellent interpersonal skills, especially in phone and email communication.
Ability to understand and match product solutions to advisor/client needs.
Strong desire to grow within the company and continuously advance your knowledge.

Note:
This position is based in Topeka, Kansas.
Remote applications will not be considered.

Magellan Financial is an equal opportunity employer.

Read the full job description and apply online on the recuiter's web-site

Annuity Specialist

Annuity Specialist

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