Do you have strong knowledge and familiarity with Variable, Fixed, and Fixed Index Annuities? Do you like the idea of helping investors?
Complicated annuity contracts are sold to investors. We have found that many annuity contract owners do not fully understand how their detailed benefits work nor what the long-term ramifications will be. Fisher Investments, a fiduciary from the start, can help investors get the most out of those complicated annuity benefits or make appropriate changes, all within the focus on the investor's long-term goals.
As an Annuity Counselor, you will work primarily with high-net-worth investors. You can use your in-depth knowledge of annuities and other insurance related products to be their advocate. You will work with our analysts to interpret how the details of the annuity benefits correlate towards the investor's financial goals. If appropriate, we can help them surrender their annuity, and upgrade their portfolio to a personalized, global, flexible, long-term strategy. Regardless of the evaluation outcome, the work is extremely rewarding. Join us as we help annuity contract owners and annuity prospects get the information they need to make good investment decisions going forward.
Throughout your experience here, you will develop and broaden your capital markets knowledge, work with nearly every department of our firm, and have merit-based opportunities for advancement throughout your career. You will report to your Group Manager who will aid in your professional development and role specific training.
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER