• 5 -years of total industry experience at an annuity carrier or broker-dealer (or Bank, BD, BGA, etc.) with experience in one of multiple fields from: product development, sales, marketing, account management, due diligence, market research, IT, or operations.o Experience at both an annuity carrier and broker-dealer, or in positions that closely engaged with the other is preferred.
• High familiarity with or experience using web-based client and advisor-facing policy management or advising tools at either a carrier or broker-dealer.
• Working technical knowledge of annuity product types and features.
• Familiarity with the complete process for selling and servicing annuities and how they integrate into overall retirement planning.
• Bachelor’s degree required; relevant advanced degrees, executive education, and industry designations or licenses are preferred.
• Exceptional written communication and presentation skills with a demonstrated ability to influence.
• Experience thriving in a dynamic and collaborative structure with multiple stakeholders.
• Familiarity with analysis methods in a business or academic environment.
• Familiarity with AI tools, how to apply them for optimal outcomes and for limitations.
• Moderate analytic tool skills
o Excel, Required,
o PowerBi, Tableau, etc. Preferred.