Annuity Services Director jobs in Florida

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)

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Annuity Counselor
  • Fisher Investments
  • Tampa, FL FULL_TIME
  • Overview

    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 will use your in-depth knowledge of annuities and 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. We can help them identify potential improvements or changes associated with different annuity contracts. 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

    • Maintain a positive personality and a strong client focus

    • Manage complexity and coordinate across several departments under strict timelines

    • Beneficial if you have your State Life & Health or equivalent insurance license in good order

    • 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:

     

    We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
    • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
    • $10,000 fertility, hormonal health and family-forming benefit

    FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • 2 Days Ago

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Director Emergency Services
  • Texas Nursing Services
  • Largo, FL FULL_TIME
  • 🏥 Director Emergency Services - Largo, FL📍 Location: Largo, FL 33770💰 Compensation: Min: $107,723 - Mid: $134,659 - Max: $150,000 (Plus 15% Director Bonus Incentive, Sign-on Bonus Negotiable, Reloc...
  • 18 Days Ago

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Director of Surgical Services
  • Texas Nursing Services
  • Fort Pierce, FL FULL_TIME
  • 🔥 Exciting Leadership Opportunity in Surgical Services! 🔥💰 Competitive salary ranging from $134,659 to $161,574.Join us as the Director of Surgical Services in Fort Pierce, FLPosition: Director Sur...
  • 20 Days Ago

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Director Of Emergency Services
  • Texas Nursing Services
  • Largo, FL FULL_TIME
  • Director Emergency Services Largo, FL💼 Competitive Compensation: $107,723 - $150,000💰 15% Director Bonus Incentive🚚 Relocation Policy D Eligible🕰️ Full-time • No WeekendsOverview:Lead with excelle...
  • 2 Days Ago

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Director Cardiovascular Services
  • Texas Nursing Services
  • Miami, FL FULL_TIME
  • Director of Cardiovascular ServicesPosition: Director of Cardiovascular ServicesLocation: Miami Florida Compensation: $120,000-$200,000Overview: Join a dynamic healthcare team at our Florida Hospital ...
  • 9 Days Ago

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Creative Services Director
  • Hearst Media Services
  • Palm Beach Gardens, FL FULL_TIME
  • Creative Services Director WPBF 25 , the Hearst-owned ABC affiliate in West Palm Beach Florida is looking for a Creative Services Director. This is a position requiring a strong leader who can bring t...
  • 9 Days Ago

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Director
  • NY Kids Club
  • New York, NY
  • Job Type Full-time Description NY Kids Club & NY Preschool is New York's premier children's enrichment space and accredi...
  • 3/27/2024 12:00:00 AM

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Director
  • St. Johnsbury Athenaeum
  • Saint Johnsbury, VT
  • Job Description Job Description ST. JOHNSBURY ATHENAEUM DIRECTOR POSITION DESCRIPTION Job Title: Athenaeum Director Repo...
  • 3/26/2024 12:00:00 AM

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Director
  • Chick-fil-A
  • Clinton, MD
  • Chick-fil-A Woodyard Landing in Clinton, MD is looking for a passionate and experienced Director to lead a seasoned and ...
  • 3/25/2024 12:00:00 AM

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Director
  • The Anderson Search Group
  • Uvalde, TX
  • Director of Client Engagement and Deposit Strategy The Anderson Search Group has been engaged by one of our top clients ...
  • 3/25/2024 12:00:00 AM

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DIRECTOR
  • The Muscogee Nation
  • Okmulgee, OK
  • MUSCOGEE (CREEK) NATION Seeking a DIRECTOR Description: The Director of Community Research and Development acts as a con...
  • 3/25/2024 12:00:00 AM

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Director
  • LEADERS OF TOMORROW LEARNING ACADEMY
  • Austell, GA
  • Job Description Job Description Oversee day to day operation of the Program Site. Facilitate administrative responsibili...
  • 3/25/2024 12:00:00 AM

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Director
  • Visa
  • Homestead, FL
  • Company Description Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions...
  • 3/24/2024 12:00:00 AM

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Director
  • Gen II Fund Services LLC
  • Dallas, TX
  • New York City-based Private Equity Fund Administration Firm is looking for a Director to manage Private Equity funds. Pr...
  • 3/24/2024 12:00:00 AM

Florida (/ˈflɒrɪdə/ (listen); Spanish for "land of flowers") is the southernmost contiguous state in the United States. The state is bordered to the west by the Gulf of Mexico, to the northwest by Alabama, to the north by Georgia, to the east by the Atlantic Ocean, and to the south by the Straits of Florida. Florida is the 22nd-most extensive (65,755 sq mi or 170,300 km2), the 3rd-most populous (21,312,211 inhabitants), and the 8th-most densely populated (384.3/sq mi or 148.4/km2) of the U.S. states. Jacksonville is the most populous municipality in the state and the largest city by area in th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuity Services Director jobs
$129,231 to $174,557

Annuity Services Director in Los Angeles, CA
The Senior Management Service Optional Annuity Program (SMSOAP) is a defined contribution plan qualified under section 401(a) of the Internal Revenue Code administered by the Florida Department of Management Services (department).
January 25, 2020
Annuity Services Director in Santa Barbara, CA
Complete the W-9 Form in order to receive annuity payment from the Commonwealth.
January 27, 2020
Annuity Services Director in Anaheim, CA
Complete this form to have your annuity payment deposited directly into your bank account.
February 06, 2020