Manager, Annuity Product Specialist Team
Core
Lead and manage the Annuity Product Specialist team to provide product education, case consultation, and sales support to financial advisors for Raymond James Insurance Solutions.
Role type
Manager, Annuity Product Specialist
Builds
Annuity product education, case consultation, and sales support for financial advisors
Domain
Financial services / Insurance / Annuities
Deliverable
client delivery
Required skills
Annuity product expertise (fixed, fixed indexed, RILA, variable), team leadership, performance management, stakeholder collaboration, process improvement, financial services operations knowledge
Preferred skills
Bachelor's degree in finance/business, 6+ years in financial services, prior management experience
Technologies
Microsoft Excel, Morningstar Direct
Responsibilities
Lead and manage the Annuity Product Specialist team; Establish and monitor team objectives and service standards; Provide coaching, mentoring, and performance feedback; Oversee delivery of annuity product education and sales support; Identify opportunities to improve workflows and operational efficiency; Represent Insurance Solutions in meetings with advisors and partners; Collaborate with product management and operations on product enhancements.
Seniority
Manager, hands-on leadership