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Sr. Annuity Specialist

Company: AdvisorNet Financial
Location: Minnetonka
Posted on: May 13, 2022

Job Description:

Senior Annuity Strategist
(full-time, regular employment)

About AdvisorNet Financial

AdvisorNet Financial has been an innovative leader in the financial services industry for over 60 years. We provide the services and support independent financial advisors rely on to operate their firms efficiently and competitively. Over the years we've developed a vast network which allows us to provide our 300+ independent advisors access to the support services and industry partners that advisors in large institutions enjoy without having to be part of a large institution. For more information, please visit us at www.advisornet.com.

You will be a great fit if you enjoy working with people and data in a very dynamic, fast-paced environment. Our group requires people to be friendly, outgoing, and to thrive in an environment working on and in the business at the same time.

The Senior Annuity Strategist is responsible for recruiting new advisors and supporting existing advisors with case design, business building ideas, marketing strategies and product positioning to grow their practice. They will demonstrate initiative and decision making to positively impact growth within AdvisorNet Insurance. This position will work in coordination with the Internal Wholesaler who will support this role for recruiting, case design, illustrations and supporting newly recruited advisors. This role directly impacts AdvisorNet growth in all product lines and contracted Advisors. Major Areas of
Support AdvisorNet advisors and recruit new advisors to the AdvisorNet platform
Support existing ANF advisors to grow their practice through sales tactics and coaching
Onboards, supports and coaches advisors on annuity positioning and point of sale requirements
Works with marketing on sales ideas, scheduling of webinars and newsletter content
Develops and maintains a comprehensive knowledge of the products offered by ANI
Meets and exceeds sales activity metrics
Run illustrations and help complete case design as needed
Coordinate with the Internal Wholesaler to solve problems and service advisors
Coach and mentor the Internal Sales Wholesaler on how to support advisors and grow annuity production
Supports the sales department with various sales activities such as building lists of advisors to recruit to AdvisorNet, deploying newsletters and performing sales tasks as needed
Gather industry information to assist in providing competitive intelligence

Required Attributes
You will be a great fit if you can work as a team and if you are self-motivated. Our firm requires people to be friendly, outgoing and to deliver over-the-top customer service and maintain a professional demeanor at all times.
Knowledge and application of Business Software including:Microsoft Office, Redtail CRM, Docupace, and Internet-based software

Preferred Experience and Attributes
4-6 year's experience in the insurance industry
MN Life and Health licensed
FINRA 6 and 63, or ability to obtain within 90 days
Strong understanding of Annuities - both fixed and variable preferred
Understanding of the independent distribution model and FMO / IMO models
A drive for continuous professional development and growth
Excellent problem and analytical skills
Familiarity with illustration and software platforms
Strong interpersonal and communication skills

Compensation and general information
- Core hours - 8:00a - 4:30p
- Competitive salary and benefits. Comprehensive benefits package including: medical, dental, vision, 401k with match, disability insurance, paid time off, and company events
Disclaimer: This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. Responsibilities, tasks, and duties of the jobholder might differ from those outlined in the job description and other duties, as assigned, might be required.

Keywords: AdvisorNet Financial, Minnetonka , Sr. Annuity Specialist, Other , Minnetonka, Minnesota

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