Annuity Advisor
Company: Fisher Investments
Location: Arlington
Posted on: May 11, 2022
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Job Description:
Do you have strong knowledge and familiarity with Variable,
Fixed, and Fixed Index Annuities? Do you like the idea of helping
investors? Complicated annuity contracts are sold to investors. We
have found that many annuity contract owners do not fully
understand how their detailed benefits work nor what the long-term
ramifications will be. Fisher Investments, a fiduciary from the
start, can help investors get the most out of those complicated
annuity benefits or make appropriate changes, all within the focus
on the investor's long-term goals. The Opportunity: As an Annuity
Counselor, you will work primarily with high-net-worth investors.
You can use your in-depth knowledge of annuities and other
insurance related products to be their advocate. You will work with
our analysts to interpret how the details of the annuity benefits
correlate towards the investor's financial goals. If appropriate,
we can help them surrender their annuity, and upgrade their
portfolio to a personalized, global, flexible, long-term strategy.
Regardless of the evaluation outcome, the work is extremely
rewarding. Join us as we help annuity contract owners and annuity
prospects get the information they need to make good investment
decisions going forward. Throughout your experience here, you will
develop and broaden your capital markets knowledge, work with
nearly every department of our firm, and have merit-based
opportunities for advancement throughout your career. You will
report to your Group Manager who will aid in your professional
development and role specific training. The Day-to-Day: Use tools
to investigate, analyze, and comprehensively understand the
features and benefits of prospective and current clients' specific
annuities Educate prospective and current clients regarding their
annuities, including a comprehensive view of the benefits Work with
different internal departments to understand each client's
financial situation and potential ramifications associated with
keeping or surrendering their annuities Your Qualifications: 2+
years of experience with insurance/investments with an advanced
understanding of annuities and their benefits, including additional
riders Beneficial if you have your State Life & Health or
equivalent insurance license in good order Maintain a positive
personality and a strong client focus Manage complexity and
coordinate across several departments under strict timelines We
will help you obtain your Series 65 designation to become a
Registered Investment Advisor (if you do not have it already) Why
Fisher Investments: At Fisher Investments, we work for a bigger
purpose: bettering the investment universe. From unmatched service
to unique perspectives on investing, it's the people that make the
Fisher purpose possible. And we invest in them by offering
exceptional benefits like: 100% paid medical, dental and vision
premiums for you and your qualifying dependents A 50% 401(k) match,
up to the IRS maximum 20 days of PTO*, plus 9 paid holidays 8 weeks
paid Primary Caregiver Parental Leave Back-up Child Care Program
available, offering up to 10 days annually A cumulative learning
and development framework customized for every employee An
award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian We take
great pride in our inclusive culture. We value the different
perspectives and unique skills you bring to the team - it makes us
all better. Success at Fisher Investments is motivated by results,
a collaborative mindset and a commitment to accomplishing great
things - so if you are ready to do that, we are ready for you!
Apply today to be a part of a team environment where you make a
difference in the lives of people by bettering the investment
universe. *California employees accrue up to 17 days of PTO and 3
days of sick time per year. FISHER INVESTMENTS IS AN EQUAL
OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Arlington , Annuity Advisor, Other , Arlington, Texas
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