Annuity Specialist needs 3-5 years of experience in US import & logistics Annuity Specialist requires: • Proven experience with fixed and fixed index annuities • 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 (215) required; Series 65 or equivalent a plus Annuity Specialist duties: • Evaluate current annuity holdings to identify upgrade or exchange opportunities • Maintain deep knowledge of fixed index annuities, including growth, income, and legacy strategies