Annuity Counselor

Company: Fisher Investments
Location: Plano
Posted on: September 5, 2021

Job Description:

Overview:

Do you speak fluent variable, fixed, and indexed annuity? Annuities are a tool to help reach an individual's financial goals. Unfortunately, using the wrong tool for anything can lead to ill-fated circumstances – especially a tool with such a long commitment. Until now, an annuity investor's only options were to pay exorbitant fees or do a 1035 exchange to another potentially inappropriate annuity. Fisher Investments, a fiduciary from the start, provides a new option to help investors get back on the right path, and we need your help!

The Opportunity:

As an Annuity Counselor, you'll connect with high-net-worth investors and use your in-depth knowledge of insurance to be their advocate. You'll work with our Portfolio Evaluation Group to analyze how suitable their current annuity holdings are for reaching their financial goals. If appropriate, we can help them surrender their annuity, and upgrade their portfolio to a personalized, global, flexible approach. Regardless of the evaluation outcome, the work is extremely rewarding. It's all about helping people get the information they need to make good investment decisions.

Throughout your experience here, you'll 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 of prospective and current clients' specific annuities
• Educate prospective and current clients regarding their annuities, including a balanced view of the benefits and disadvantages of their specific annuity
• Partner with different internal departments to understand each client's financial situation and potential risks associated with surrendering their annuity

Your Qualifications:

• 2+ years of experience with insurance/investments with an advanced understanding of annuities and riders
• Beneficial if you have your State Life & Health or equivalent insurance license
• Maintain a positive personality and client focus; empathize with clients in good times and bad
• Manage complexity and coordinate across several departments under strict timelines
• We'll help you obtain your Series 65 designation to become a Registered Investment Advisor (if you don't have it already)
• U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

Why Fisher Investments:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, 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 9 paid holidays
• 8 weeks paid Primary Caregiver Parental Leave
• Back-up Child Care Program available, offering up to 10 days annually
• A cumulative learning and development framework customized for every employee
• An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

*California employees accrue up to 17 days of PTO and 3 days of sick time per year. 

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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Keywords: Fisher Investments, Plano , Annuity Counselor, Other , Plano, Texas