Annuity Placement Specialist

At Marsh & McLennan Companies, we are looking for an Annuity Placement Specialist to join our team. This person should be a highly organized and detail-oriented professional with the ability to manage and coordinate annuity placement activities on a daily basis. The ideal candidate should have a strong knowledge of annuities and the ability to recognize potential annuity opportunities, as well as excellent communication and interpersonal skills. This position requires a Bachelor’s degree in finance, accounting, or a related field, and at least three years of experience in annuity placement. A Certified Financial Planner (CFP) designation is preferred.We are looking for someone who is passionate about their work and is excited to join our team. If this sounds like you, and you possess the necessary qualifications, we would love to hear from you.

Responsibilities:

1. Coordinate annuity placement activities on a daily basis.
2. Identify and recognize potential annuity opportunities.
3. Remain up-to-date on annuities and industry regulations.
4. Develop and maintain relationships with annuity providers.
5. Analyze annuity proposals and contracts for accuracy.
6. Review applications and provide feedback to clients.
7. Facilitate annuity applications and transactions.
8. Assist clients in understanding annuity products and features.
9. Provide timely and accurate reporting of annuity placements.
10. Ensure compliance with all applicable laws and regulations.

According to JobzMall, the average salary range for a Annuity Placement Specialist in Dallas, TX, USA is between $58,000 and $116,000 per year. This range can vary depending on experience, education, certifications, and other factors.

Marsh & McLennan Companies, Inc. is a global professional services firm, headquartered in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting.