Annuity Solutions Specialist II
stifel · Saint Louis, MO, US
About The Role
The Annuity Solutions Specialist II is responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists II are product experts for branch personnel with product-specific questions and technical, sales, and/or marketing matters. This role demonstrates a strong knowledge of how annuities can be integrated into a financial plan through income and estate planning processes. Annuity Solutions Specialists II develop and deliver internal training for Financial Advisors and their associates that promote the discussion of annuities in the context of a complete financial plan. This role creates internal marketing...
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