Corporate Registered Principal Annuity Supervision

Location: Minneapolis, MN

Industry: Finance & Investment

Company: America's Largest Financial Planning Company View company name

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Job Description

COMPANY INFO

You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Our firm is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career" by BusinessWeek magazine.

You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training, career development and 360° support guided by accessible leaders. If you're talented, driven, and ready to join a team of professionals who work every day to help their clients plan for and achieve their dreams, you're ready for a career at our company.

JOB DESCRIPTION

Direct sales supervision of annuity transactions. Contact with advisors, field leaders and clients required in addition analysis of information from multiple systems.

-Supervise all new accounts and trades for annuity transactions
-Communicate with advisors and field leaders regarding results of supervisory activity including one-on-one training.
-Communicate with clients regarding activity to determine suitability.
-Serve as subject matter expert providing information and/or research to other Central Supervision Unit (CSU) Registered Principals and business partners including compliance cases.

QUALIFICATIONS

-Required qualifications:
-College degree
-2-3 years financial services industry experience.
-Fully registered and licensed to cover all products and services supervised including current Insurance Producer License.
-Strong analytical skills.
-Strong written and verbal communication skills.
-Comprehensive knowledge of the features and benefits of annuity products and complex annuity sales strategies