Job description

Megastar Advisors, one of the fastest-growing Insurance Marketing Organizations (IMOs) in the industry, is seeking a Senior Annuity Specialist to provide advanced case design illustrations for financial professionals around the country.

Job Responsibilities:

• Provide advanced case design illustrations for financial professionals
• Analyze complex cases to determine the best available financial and annuity products based on clients' needs
• Customize case design and run fixed index annuity illustrations
• Maintain strong relationships with top financial advisors and insurance carriers
• Stay up-to-date with insurance and financial products

Education and Experience Requirements:

• 4+ years of experience working with annuity products and carriers
• Bachelor's degree in Finance, Math, Business, or an equivalent combination of education and experience
• Strong knowledge of Microsoft Excel, Word, and other relevant software
• Highly organized, detail-oriented, and process-driven
• Excellent verbal and written communication skills

If you have the skills and experience listed above, and you're passionate about helping financial advisors create customized annuity plans for their clients, then we encourage you to apply for this exciting opportunity. Join our team and make a difference in the lives of our clients!

Job Type: Full-time

Pay: $65,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No nights
• No weekends

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Tarpon Springs, FL 34689: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• What is your preferred salary range?

Experience:

• Annuity Case Design: 3 years (Required)

Work Location: In person

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