Annuity Services Director directs and oversees all aspects of the annuity customer service program. Provides leadership on the administration of annuity products including distribution, asset transfers, death claim approvals to ensure compliance with state and federal regulations. Being an Annuity Services Director maintains appropriate staffing to ensure high-level quality service and ensures hired staff has the education necessary and is provided the appropriate training to keep up-to-date on regulations. Requires a bachelor's degree. Additionally, Annuity Services Director typically reports to top management. Typically requires passing Series 6 (IR) , 26 (IP), and 63 (Uniform Securities Agent State Law) qualifying exams. The Annuity Services Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Annuity Services Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Exciting Annuity Specialist at Amerity Financial (www.AmerityFinancial.com)
About Us:
Amerity Financial, headquartered in Lakeland, Florida, is a leading advisory firm specializing in retirement planning, wealth management, and a broad spectrum of financial services. Our innovative marketing and dedication to exceptional client service have established us as a prominent industry leader. We are expanding and offering exciting career opportunities for Annuity Specialists in Jupiter, FL, focusing on comprehensive financial planning and retirement readiness. Our success is built on forging lasting relationships, fostering community, and enhancing the financial well-being of families nationwide.
What You Will Receive:
The Opportunity: Annuity Specialist
We are seeking an Annuity Specialist who is dedicated to making a meaningful impact, proficient in strategic financial planning, and has a strong sales background. As a trusted advisor, you will guide clients toward a secure and fulfilling retirement, supported by our robust marketing strategies and a consistent stream of client engagements.
Your Role Involves:
Who We're Looking For:
Our Offer:
Joining Amerity Financial is more than just starting a new job—it’s an opportunity for personal growth, meaningful contributions, and playing a crucial role in our mission to enhance our clients' financial health. We offer pathways for career advancement, personal development, and significant opportunities to contribute to our clients' financial success.
Please note: This position is for those prepared to make a significant in-person impact in Florida.
Amerity Financial is devoted to fostering a diverse and inclusive work environment. We are an equal opportunity employer, welcoming applicants from all backgrounds to join our team.