Ohio Licensed Annuity Consultant
Posted today
virtual vocationsDenver (CO)
Personal Financial AdvisorsInsurance Agencies and Brokerages
SENIORITY
Senior
About the role
To enhance annuity distribution strategies, the full-time Ohio Licensed Annuity Consultant will serve as a subject-matter expert in the FinTech ecosystem, managing partnerships, evaluating market capabilities, and guiding technology solutions for business leaders and advisors, with the potential for remote work.
Key responsibilities:
Builds and documents partner overviews and training materials to improve sales tactics for advisors
Manages relationships with FinTech partners, assisting in onboarding and enhancing collaboration
Partners internally to create educational resources and presents at engagements to promote partnership opportunities
Required qualifications:
Undergraduate degree in business administration or related field preferred
FINRA Series 6/7, Series 63/66, and life and health insurance licenses required
Five years of sales or business development experience in the insurance or financial services industry
Solid understanding of financial services products and FinTech platforms
Expert presentation and leadership skills, with the ability to engage executive leadership
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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