Annuity Product Consultant
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We're a billion-dollar business with the mentality and drive of a startup.
Join us in building something special.
Annuity Consulting Opportunity in Financial Services Annuity Product Consultant Location(s):
7755 Third Street North, Oakdale, MN 55128 - Preferred 12325 Port Grace Boulevard, La Vista, NE 68128 20 E Thomas Road, Phoenix, AZ 85012 2300 Windy Ridge Parkway, Atlanta, GA 30339 Role Type:
Full time.
Open to hybrid candidates.
Why Osaic? Competitive salary and annual bonus paid based on performance Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more 401(k) match from day one of employment Referral bonuses if we hire your referred applicants to our open positions An enriching and engaging career in financial services - our employees overwhelmingly report that they find meaning and purpose in their day-to-day work Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events
Summary:
The Annuity Product Consultant will partner with financial professionals to provide them value added sales and marketing strategies aimed at building and maintaining their overall sales.
This position will be responsible for achieving specific sales goals in annuity products and, to a smaller degree, life insurance, alternative investments, and the financial professionals' overall organic growth.
The position requires strong consultative sales skills and an ability to assist financial professionals with sales ideas, prospecting techniques, overcoming sales objections, plan design options, creating and reviewing proposals, product positioning, and determining the best approach to closing sales opportunities, including developing strategies for point-of-sale meetings.
In addition to the focus on annuity products, the Annuity Product Consultant will also assist our Product Sales Consultants (Generalists) in providing first-level sales support, promotion, and recommendation to our financial professionals of other product lines, our advanced sales and financial planning resources, our advisory services platform, and our partner firms.
Responsibilities:
Provide timely industry, market, and product trends to internal business partners Identify and target sales opportunities within the firm's existing network of financial professionals Development and execution of structured proactive outbound sales campaigns Assist financial professionals with strategic sales ideas and competitive product positioning Help instruct financial professionals how to build out a long-term executable business plan Deliver outbound calls to affiliated financial professionals to drive attendance at company events Daily interaction with product carriers and distribution outlets (IMO's) Participate in all scheduled training and educational workshops, events, webinars, study groups, etc.
Provide sufficient follow up with event participants to establish a professional business relationship and ultimately deliver upon additional sales Interface with Partner Firms and ensure adequate access has been provided Provide financial professionals with guidance as to best-in-class solutions and resources from our Partner Firms Expand the firm's presence in the industry by advocating for the resources, tools, services, and support we provide our financial professionals Accept calls from financial professionals pertaining to general sales-related issues, such as:
Detailed product information Guidance on product selection Case design assistance Education on technology/research tools Resolving escalated issues Offer plan design options and overall general support Generate and review proposals, when required Identify opportunities for service/support enhancements Other duties and responsibilities may be assigned Education Requirements:
H.
S.
Diploma Required, Bachelor's Degree from accredited in Finance, Business, or other relevant studies preferred Basic Requirements:
Minimum of 5 years of experience in the securities industry Sales experience FINRA Series 7 and 63 licenses.
A working knowledge of most securities and insurance product categories, including:
Variable Annuities Registered Index-Linked Annuities Fixed and Fixed Index Annuities Mutual Funds Life Insurance Alternative Investments Excellent verbal and written communication and presentation skills, including experience presenting in front of groups Demonstrated ability to build professional relationships Excellent organizational and interpersonal skills Ability to work with multiple computer software programs, including proprietary and licensed program packages Demonstrated ability to establish priorities, achieve goals, set and meet deadlines An ability to work independently as well as part of a team Ability to communicate new ideas and concepts to colleagues at various levels of the organization Preferred Requirements At least five years of experience in mutual fund, annuity, alternative investments, and life insurance product sales.
To Apply:
Apply through the link in the job posting or visit www.
careers.
osaic.
com Current Employees and Contractors Apply Here Recommended Skills Consultative Selling Consulting Finance Financial Planning Interpersonal Skills Investments Estimated Salary: $20 to $28 per hour based on qualifications.
We're a billion-dollar business with the mentality and drive of a startup.
Join us in building something special.
Annuity Consulting Opportunity in Financial Services Annuity Product Consultant Location(s):
7755 Third Street North, Oakdale, MN 55128 - Preferred 12325 Port Grace Boulevard, La Vista, NE 68128 20 E Thomas Road, Phoenix, AZ 85012 2300 Windy Ridge Parkway, Atlanta, GA 30339 Role Type:
Full time.
Open to hybrid candidates.
Why Osaic? Competitive salary and annual bonus paid based on performance Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more 401(k) match from day one of employment Referral bonuses if we hire your referred applicants to our open positions An enriching and engaging career in financial services - our employees overwhelmingly report that they find meaning and purpose in their day-to-day work Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events
Summary:
The Annuity Product Consultant will partner with financial professionals to provide them value added sales and marketing strategies aimed at building and maintaining their overall sales.
This position will be responsible for achieving specific sales goals in annuity products and, to a smaller degree, life insurance, alternative investments, and the financial professionals' overall organic growth.
The position requires strong consultative sales skills and an ability to assist financial professionals with sales ideas, prospecting techniques, overcoming sales objections, plan design options, creating and reviewing proposals, product positioning, and determining the best approach to closing sales opportunities, including developing strategies for point-of-sale meetings.
In addition to the focus on annuity products, the Annuity Product Consultant will also assist our Product Sales Consultants (Generalists) in providing first-level sales support, promotion, and recommendation to our financial professionals of other product lines, our advanced sales and financial planning resources, our advisory services platform, and our partner firms.
Responsibilities:
Provide timely industry, market, and product trends to internal business partners Identify and target sales opportunities within the firm's existing network of financial professionals Development and execution of structured proactive outbound sales campaigns Assist financial professionals with strategic sales ideas and competitive product positioning Help instruct financial professionals how to build out a long-term executable business plan Deliver outbound calls to affiliated financial professionals to drive attendance at company events Daily interaction with product carriers and distribution outlets (IMO's) Participate in all scheduled training and educational workshops, events, webinars, study groups, etc.
Provide sufficient follow up with event participants to establish a professional business relationship and ultimately deliver upon additional sales Interface with Partner Firms and ensure adequate access has been provided Provide financial professionals with guidance as to best-in-class solutions and resources from our Partner Firms Expand the firm's presence in the industry by advocating for the resources, tools, services, and support we provide our financial professionals Accept calls from financial professionals pertaining to general sales-related issues, such as:
Detailed product information Guidance on product selection Case design assistance Education on technology/research tools Resolving escalated issues Offer plan design options and overall general support Generate and review proposals, when required Identify opportunities for service/support enhancements Other duties and responsibilities may be assigned Education Requirements:
H.
S.
Diploma Required, Bachelor's Degree from accredited in Finance, Business, or other relevant studies preferred Basic Requirements:
Minimum of 5 years of experience in the securities industry Sales experience FINRA Series 7 and 63 licenses.
A working knowledge of most securities and insurance product categories, including:
Variable Annuities Registered Index-Linked Annuities Fixed and Fixed Index Annuities Mutual Funds Life Insurance Alternative Investments Excellent verbal and written communication and presentation skills, including experience presenting in front of groups Demonstrated ability to build professional relationships Excellent organizational and interpersonal skills Ability to work with multiple computer software programs, including proprietary and licensed program packages Demonstrated ability to establish priorities, achieve goals, set and meet deadlines An ability to work independently as well as part of a team Ability to communicate new ideas and concepts to colleagues at various levels of the organization Preferred Requirements At least five years of experience in mutual fund, annuity, alternative investments, and life insurance product sales.
To Apply:
Apply through the link in the job posting or visit www.
careers.
osaic.
com Current Employees and Contractors Apply Here Recommended Skills Consultative Selling Consulting Finance Financial Planning Interpersonal Skills Investments Estimated Salary: $20 to $28 per hour based on qualifications.
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