Position Summary:
We are seeking a knowledgeable and experienced Annuity and Life Insurance Specialist to join our Risk Management team. Our Risk Management team is the central group of colleagues that works with client facing colleagues to meet their insurance needs. The ideal candidate will have a deep understanding of annuities and life insurance policies and will be responsible for advising clients on the best options to meet their financial goals and protect their assets.
Primary Responsibilities
Client Consultation: Conduct thorough consultations with clients to understand their financial needs, goals, and risk tolerance.
Policy Analysis: Analyze various annuity and life insurance policy to determine the best fit for clients' financial plans.
Recommendations: Provide tailored recommendations on annuity and life insurance policies that align with clients' objectives.
Policy Management: Assist clients with the application process, policy management, and any necessary adjustments to their coverage.
Education: Educate clients on the benefits and features of different annuity and life insurance solutions.
Compliance: Ensure all recommendations and transactions comply with regulatory requirements and company policies.
Collaboration: Work closely with advisors and other team members to integrate annuity and life insurance solutions into comprehensive financial plans.
Market Research: Stay up-to-date with industry trends, product developments, and regulatory changes.
Required Qualifications:
Bachelor's degree in Finance, Business, or a related field.
Life & Health Licensing
Minimum of 5 years of experience in annuities and life insurance.
Strong knowledge of annuity and life insurance policies and their applications in financial planning.
Excellent communication and interpersonal skills.
Ability to build and maintain strong client relationships.
Detail-oriented with strong analytical and problem-solving skills.
Proficiency in financial planning software and tools.
Preferred Qualifications:
FINRA Series 6, 7, 63, or 65 licensing
Compensation Range:
$100,000-150,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
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What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
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