What are the responsibilities and job description for the Senior Annuity Desk Lead position at Wealth Enhancement Group?
A company is looking for a Senior Annuity Desk Lead, responsible for establishing and managing a centralized Annuity Desk to support advisors and clients.Key ResponsibilitiesDesign and implement the framework for an Annuity Desk, including workflows and service standardsProvide expert guidance on the annuity marketplace and support advisor educationCollaborate with stakeholders to enhance client experience and develop thought leadership contentRequired QualificationsBachelor's degree or equivalent experience requiredFINRA Series 6 or 7 and applicable Insurance licenses requiredRelevant certifications such as CFP, ChFC, or RICP preferredProven experience in annuity sales or strategy development within a financial advisory firmDeep understanding of various annuity products and their role in financial planning
