Senior Annuity Desk Lead - Denver Colorado

Company: VirtualVocations
Location: Denver, Colorado
Posted On: 02/02/2025

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 Responsibilities

Design and implement the framework for an Annuity Desk, including workflows and service standards
Provide expert guidance on the annuity marketplace and support advisor education
Collaborate with stakeholders to enhance client experience and develop thought leadership content


Required Qualifications

Bachelor's degree or equivalent experience required
FINRA Series 6 or 7 and applicable Insurance licenses required
Relevant certifications such as CFP, ChFC, or RICP preferred
Proven experience in annuity sales or strategy development within a financial advisory firm
Deep understanding of various annuity products and their role in financial planning More...

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