Annuity Broker Specialist

$51,560 - $180,225/Yr

Diamond Financial Group - Salinas, CA

Part-time,Full-time - Entry Level

Remote - Salinas, CA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Annuity Broker Specialist at Diamond Financial Group, Inc. is responsible for providing exceptional annuity planning services to clients, helping them achieve their financial goals through tailored insurance strategies and risk management. This role emphasizes building trust and delivering clear, comprehensive advice to ensure clients are protected with the right coverage for long-term peace of mind.

Responsibilities

• Developing personalized annuity and insurance plans tailored to clients' needs and objectives.
• Conducting thorough financial analyses to assess clients' current insurance situations.
• Maintaining and nurturing client relationships to ensure long-term success.
• Staying up-to-date with industry trends, market changes, and regulatory requirements.
• Collaborating with other financial professionals to provide comprehensive services.

Requirements

• Valid Life, Health & Accident Agent License required.
• 3+ years of annuity and insurance experience in a client-facing role.
• Proficiency with insurance planning and reporting software.
• Advanced computer and overall technology skills.
• Excellent communication skills, with the ability to explain complex financial concepts simply.
• Demonstrate ability to maintain effective working relationships with clients.
• Excellent oral and written communication skills.
• Ability to manage multiple client relationships and prioritize effectively.
• Advanced working knowledge of Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
• Strong networking abilities to cultivate and expand client relationships.

Nice-to-haves

• Financial Software Proficiency
• Advanced Investment Expertise
• Comprehensive Tax Knowledge
• Psychological Insight and Empathy
• Team Collaboration and Leadership
• Strong Communication and Interpersonal Skills
• Adaptability and Resilience
• Strategic Thinking and Vision
• Fluency in Multiple Languages

Benefits

• Flexible schedule
• Work from home
• Bonus opportunities
• Commission pay