Annuity Counselor
Tampa, Florida - FL Fisher Investments
| Job Ref: | 62946832032 |
| Employer: | Fisher Investments |
| Category: | Other |
| Job Type: | Full Time |
Location | |
| State: | Florida - FL |
| City: | Tampa |
| Map: | Florida , Tampa (Show on map) |
Description | |
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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:
Your Qualifications:
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:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER | |
ref: (62946832032) 10 days ago
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