Annuity and Insurance Program Specialist

Description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics and delivering exceptional service to our clients and each other.

We are currently seeking an Internal Annuity and Insurance Program Specialist to deliver outstanding pre-sales and ongoing annuity and insurance support to D.

A. Davidson’s Financial Professional Teams. Reporting directly to the Vice President, Director of Insurance and Annuities this role is responsible for supporting Davidson’s Financial Professionals (FPs) in the area of sales, marketing, service, and education to help FPs develop and grow their annuity and insurance business in an efficient manner.

Additionally, the Annuity and Insurance Program Specialist is responsible for delivering timely and accurate product, quote and rate information as well as responding to FPs on case support, client consultation, order entry support, and book reviews.

Experience and Skills

Qualifications :

• FINRA Series 6 or 7, and 63 or the ability to obtain within 120 day is required.
• State Insurance license required.
• Strong Annuity, Life Insurance, Long Term Care & Disability Insurance sales support experience required. Experience working with Broker / Dealer preferred.
• Excellent communication (oral and written), strong project management skills, and the ability to collaborate across business units and teams.
• Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Annuity Order Entry, Envestnet, CRM, Money Guide Pro preferred.
• Proven ability to manage multiple demands and competing priorities in a deadline-oriented environment.
• Willingness to travel to D.A. Davidson branches and attend industry conferences.

Primary Duties :

• Provide timely and accurate annuity and insurance quotes, rates and product information to FPs and Associates.
• Provide weekly communication to FPs regarding annuity rates and product updates.
• Provide superior support to FP’s and teams in preparation for point of sale, i.e. Gather or delegate to external wholesaler support teams : pre-sale package to include carrier & state required training and forms, firm specific required forms, proposals and any other needed support.
• Assist FPs with completion of documentation and processes for Suitability and Best Interest compliance.
• Collaborate with the Vice President, Director of Insurance & Annuities on support process and projects as needed.
• Work in close collaboration with internal partners to build and maintain key relationships, promoting a culture of compliance.
• Develop relationships with carrier partners, such as wholesalers, service operations, BGAs and have knowledge of their products and offerings to act as a liaison between financial professionals and various parties.
• Proactively engage and assist FPs in existing insurance and annuity contract review activities by providing competitive comparisons for contract optimization.
• Monitor process, technology and efficiencies to ensure they are functional, superior and ultimately meeting advisor and client needs.
• Introduce and / or develop resources and services to encourage FP adoption of best practices improving productivity, compliance, and the client experience including educational webinars and marketing content.

What we offer :

Competitive salary plus excellent benefits and perks including, but not limited to :

• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity / parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.

The potential base pay hiring range for this role is $90,000 - $100,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Please contact us to request accommodation.