Annuity Specialist

Unlock Your Potential. Empower Financial Advisors. Shape the Future of Retirement Solutions.

Magellan Financial, a premier financial marketing organization (FMO), is seeking a highly skilled and knowledgeable Annuity Specialist to serve as an expert in Fixed Indexed Annuities (FIAs). This role is pivotal in guiding independent financial advisors to select the best annuity products for their clients while aligning with Magellan’s strategic business objectives.

If you're passionate about retirement income strategies, possess deep product knowledge, and thrive in a consultative, advisor-support environment, this is the role for you.

Key Responsibilities:

FIA Expertise & Advisor Support:

• Act as a trusted resource and consultant to financial advisors navigating the complex FIA landscape.
• Educate advisors on product features, benefits, riders, and suitability to ensure client-focused recommendations.
• Stay current with carrier products, regulatory changes, and industry trends to deliver timely insights.
• Assist advisors in structuring optimal annuity solutions based on financial goals, risk tolerance, and retirement needs.

Case Design & Sales Support:

• Build customized annuity strategies tailored to specific client situations.
• Provide comparative analyses of annuity products, emphasizing key differentiators and strategic advantages.
• Conduct one-on-one consultations and training sessions to boost advisors’ confidence in recommending annuities.
• Support income strategies, tax implications, and contract-specific details for comprehensive advisor guidance.

Business Development & Strategic Distribution:

• Align advisor recommendations with Magellan’s distribution goals, balancing client satisfaction with strategic growth.
• Strengthen relationships with advisors, carriers, and internal teams to drive business opportunities.
• Identify process improvements to enhance product adoption and advisor engagement.
• Collaborate with marketing and leadership to develop educational content, training programs, and sales materials.

Qualifications & Experience:

Required:

• 3 years of experience in annuities, financial services, or insurance, with a strong focus on FIAs.
• Deep product knowledge, including income riders, caps, participation rates, and compliance regulations.
• Strong understanding of retirement income strategies and financial planning concepts.
• Exceptional communication skills to simplify complex concepts for advisors.
• Background in advisor support, case design, wholesaling, or internal sales within FMOs, insurance carriers, or advisory firms.
• Proficiency with CRM systems and annuity illustration software.

Preferred:

• Experience training financial advisors on annuity products.
• Knowledge of regulatory guidelines, including the SECURE Act and best interest standards.
• Familiarity with Magellan Financial’s advisory and distribution model.

Compensation & Benefits:

• Competitive Salary: $55,000 - $85,000 annually (based on experience) Performance-Based Bonuses

Full Benefits Package:

• Medical, Dental, Vision, and Life Insurance
• 401(k) with Company Match
• Paid Time Off and Holidays
• Career Growth & Advancement Opportunities within a leading financial marketing organization

About Magellan Financial:

Magellan Financial is a premier financial distribution and marketing partner, empowering elite independent financial advisors nationwide. We specialize in helping advisors grow their businesses, increase assets under management, and deliver exceptional client outcomes through innovative financial solutions.

Our dynamic, high-performance culture is built on collaboration, expertise, and a relentless commitment to advisor success. As an Annuity Specialist at Magellan, you’ll be at the forefront of transforming how advisors approach retirement planning and annuity solutions.

Ready to Make an Impact?

Join Magellan Financial and become part of a team that’s reshaping the future of financial advisory services. Apply today!

Job Type: Full-time

Pay: $50,000.00 - $90,000.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Financial planning services
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Compensation Package:

• Bonus opportunities

Work Location: In person

Salary : $55,000 - $85,000