Annuity Specialist - Florida 2-15 Life, Health Annuities License required $50K base salary + uncapped commission up to $150K

Located in Tampa, FL

Salary: $50-150K base + commission

Fixed Index Annuity Specialist & Retirement Income Advisor -  Florida 2-15 Life, Health & Annuities License required

Tampa FL

Compensation: Base salary $50,000 + uncapped commission (earning potential up to $150,000 annually)

8:30am-4:30pm, M-F

We’re seeking a knowledgeable and client-focused Annuity Specialist to join a Tampa wealth advisory firm. This role is ideal for someone with deep expertise in fixed index annuities, strong analytical skills, and a passion for helping clients optimize their retirement strategies. You’ll manage and enhance an existing annuity book of business, identify upgrade opportunities, and deliver tailored solutions aligned with evolving client goals.

 Key Responsibilities

• Review & Analyze Contracts: Evaluate current annuity holdings to identify upgrade or exchange opportunities

• Surrender Charge Calculations: Accurately calculate and explain surrender fees and implications to clients

• Product Expertise: Maintain deep knowledge of fixed index annuities, including growth, income, and legacy strategies

• Client Education: Clearly communicate annuity mechanics and upgrade benefits in client-friendly language

• Illustrations & Comparisons: Run and interpret product illustrations to demonstrate performance and added value

• IMO Collaboration: Partner with Independent Marketing Organizations to source competitive product options

• Consultative Sales: Present upgrade opportunities in a needs-based, solution-oriented manner

• Data Management: Collect and organize client data, policy details, and supporting documentation

• Carrier Coordination: Contact insurance companies to obtain contract values, performance history, and policy specifics

 Qualifications

• Proven experience with fixed and fixed index annuities - 5+ years preferred.

• Strong understanding of surrender schedules and annuity product structures

• Ability to simplify complex financial concepts for clients

• Excellent communication, organization, and analytical skills

• Self-motivated and proactive in identifying client opportunities

• Experience with insurance carriers, IMOs, or broker-dealer platforms (preferred)

• Insurance license (2-15) required

 Ideal Candidate Traits

• Detail-oriented with a strategic mindset

• Comfortable discussing financial products and upgrades with clients

• Motivated by client success and long-term outcomes

• Collaborative and professional in team and partner interactions

Apply today to join a firm that values integrity, education, and personalized financial solutions. Help clients make smarter decisions about their annuity investments while growing your career in a supportive, high-performance environment.

 

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