Job description

Megastar Advisors is one of the fastest growing Insurance Marketing Organizations (IMOs) in the industry. We design marketing programs and provide administrative support to financial advisors around the country.

As an Annuity Sales Support Specialist, you will understand the ins and outs of various annuity products, assist financial advisors by analyzing clients’ financial circumstances, and provide recommendations and customized client proposals to financial advisors.

What you’ll do:

• Determine available and appropriate financial and annuity products based on clients’ financial needs and circumstances
• Create customized case design and run fixed index annuity illustrations
• Establish and maintain professional working relationship with financial advisors and insurance carrier sales representatives
• Understand and evaluate available insurance and financial products and maintain product and rate information

Skills and experience needed:

• 2+ years’ experience working with annuity products and carriers
• Must be detailed, data driven, highly organized, and process driven
• Bachelor’s degree or an equivalent combination of education and experience – Finance, Math or Business degrees highly preferred
• Strong knowledge of Microsoft Excel, Word, etc.
• Superior verbal and written communication skills
• Strong attention to detail

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Tarpon Springs, FL 34689: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• What is your desired salary range?

Experience:

• annuity product/carrier: 2 years (Required)

Work Location: In person

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