Annuity Consultant

Job Description

Job Description

WHO WE ARE:

Financial Independence Group is one of the nation’s largest Finance and Insurance Marketing Organizations (FMO & IMO) supplying products and services to financial professionals in all 50 states.

We value:

• The highest ethical standards from…
• Commitment to excellence from…
• Respect of individuals from…
• Investment in…
• Accountability from…

our internal team members, external partners, and affiliated advisors.

JOIN OUR TEAM TODAY!

We are currently hiring for an Annuity Support Consultant . This is a full-time position offering professional development in the annuity and insurance industry, with future opportunities to grow into another sales or strategy-oriented role.

Job Summary

The Annuity Support Consultant plays a critical role in supporting the day-to-day operations of the Private Client Group, including annuity case processing, marketing, administrative support, and coordination with financial professionals. This position is ideal for someone looking to break into the finance or insurance industry, with interest in learning about annuities, client service, and eventually case design and product illustrations. This individual will work closely with a Senior Vice President, Annuity Consultant, Life Insurance Consultant, and Sales Associate to ensure a seamless experience for our advisors and clients.

Responsibilities

• Assist with illustrations and case design
• Assist with annuity application processing and case tracking
• Help develop and distribute marketing materials for annuity solutions
• Support basic advisor communications via email and phone as needed
• Provide sales and administrative support to the Private Client Group including scheduling, data entry, and CRM updates
• Coordinate with internal departments to support advisor onboarding and servicing
• Maintain accurate records and ensure timely follow-up on pending cases and advisor requests
• Take initiative to learn annuity products, industry trends, and advisor needs over time

Qualifications Required:

• 1–3 years of sales, marketing, or client service experience (internships or entry-level roles welcome)
• Strong communication skills and attention to detail
• Comfortable with technology, learning CRMs, and using Microsoft Office
• Team player who is eager to learn and grow
• Self-starter with good organizational skills

Preferred but not required:

• Bachelor’s degree in business, finance, marketing, or a related field
• Exposure to financial services, insurance, or sales support
• NC Life & Health Insurance License (or willingness to obtain over time)

Why Join FIG?

• Learn from a well-established team of experts
• Clear growth path into sales, case design, or advanced consulting
• Access to world-class training and industry education
• Be part of a company committed to excellence and innovation