Annuity Support Specialist

We are currently seeking a dedicated and driven Annuity Support Specialist to join our Case Design team. The Annuity Support Specialist role is responsible for assisting agents throughout the sales process. To be successful, you must think outside the box, have a strong affinity for numbers and creating an excellent customer service experience. About Us: Megastar Advisors is a dynamic insurance marketing organization undergoing rapid expansion. Our mission is clear: to provide unparalleled back-office support and cutting-edge marketing solutions tailored specifically to agents in the financial planning sector. With a friendly and collaborative work environment, we ensure that every team member can prosper professionally while playing a vital role in our shared success. Job Description: Provide case design for financial professionals/agents, including annuity illustrations, life illustrations, and federal and social security reports. Maintain contact with agents/staff through outbound follow up calls on product quotes, illustrations, and materials sent to agents/staff. Analyze clients' financial circumstances to determine suitable annuity products and financial solutions. Cultivate strong working relationships with financial advisors, promptly addressing inquiries and requests. Evaluate available insurance and financial products, staying updated on product and rate information. Build and maintain professional relationships with insurance carriers. Required Skills and Experience: Bachelor's degree in Finance, Mathematics, Business, or equivalent combination of education and experience. Experience working with financial products, annuity products, and carriers. Obtain 2-14 or 2-15 insurance license within first year of employment. Strong attention to detail, excellent organization skills, and process driven. Must be able to handle customer interactions with confidence and tact. Strong ability to learn rapidly and adapt quickly to changing situations. Self-starter Ability to work independently and within a team environment. Proficiency in Microsoft Excel, Word, and similar tools. Excellent verbal and written communication skills. If you are a forward-thinking individual ready to make a significant impact in the financial services industry, we invite you to apply. Join us at Megastar Advisors and be a driving force behind the success of our clients!

Created: 2025-09-23