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Annuity Counselor (2019-7982)

Plano, TX, United States


Job Description


Do you speak fluent variable, fixed, and indexed annuity?  Can you explain an income benefit rider roll-up off the top of your head? 


Look...annuities are a tool to help reach an individual’s financial goals. Unfortunately, using the wrong tool for anything can lead to ill-fated circumstances – especially a tool with such a long commitment. Where do investors holding an inappropriate tool turn for help? Who is able to work on these investor’s behalf to get them back on the right path? Up until recently an annuity investor’s only options were to pay the exorbitant fees or do a 1035 exchange to another potentially inappropriate annuity. The financial options were mostly limited, until now. Fisher Investments is pioneering a new option to help investors, and we need your help.


As an Annuity Counselor, you’ll use your excellent communication skills and in-depth knowledge of insurance to be an advocate for high-net-worth investors. You’ll work with our Portfolio Evaluation Group, to analyze how suitable their current annuity holdings are for reaching their financial goals. If appropriate, we can help them surrender their annuity, and upgrade their portfolio to a personalized, global, flexible approach. In many cases the cost of surrendering an annuity outweighs the benefit for the investor, but regardless of the outcome of the evaluation the work is extremely rewarding. It’s all about helping people get the information they need to make a good investment decision.


Throughout your experience here, you’ll develop and broaden your capital markets knowledge, interact with nearly every department of our firm, and have merit-based opportunities for ongoing advancement throughout your career.


The Day-to-Day:

  • Utilizing a strong investment education so you can provide prospective clients with information regarding other types of investment strategies such as those typically employed by Fisher Investments for high-net-worth clients
  • Working closely with various internal departments to understand the financial situation of prospective clients and potential issues associated with the surrender of an annuity
  • Use tools to investigate, analyze, and comprehensively understand the various features of prospective and current clients’ specific annuities
  • Educate prospective and current clients regarding annuities, including a balanced view of the benefits and disadvantages of their specific annuity

Your Qualifications:

Those who succeed in the role have their State Life & Health or equivalent insurance license because they’re work involves insurance and/or annuities. You’ll become part of a Registered Investment Advisor—you’ll need your Series 65 designation in order to speak to clients, but we can help you obtain it. Those who thrive in this role embody flexibility and initiative—they can prioritize responsibilities and handle day-to-day changes in workload within this fast-growing business unit. As you can imagine, advanced understanding of annuities and riders, as well as excellent communication skills, are paramount.


Why Fisher Investments:

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 8 week paid Primary Caregiver Parental Leave
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 and 2018 Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.





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