Job Description Summary
Job Description
Lead and manage the Annuity Product Specialist team, providing guidance, coaching, and oversight to ensure exceptional service and product support for Raymond James financial advisors. Drive team performance, operational efficiency, and collaboration across Insurance Solutions to support the firm's annuity distribution objectives.
Job Description
This role is responsible for leading the Annuity Product Specialist team and coordinating with other functional areas to provide financial advisors with comprehensive annuity product education, case consultation, and sales support.
The position requires extensive knowledge of the products and strategies available on the Raymond James Insurance Solutions platform, including fixed, fixed indexed, registered index-linked (RILA), and variable annuities.
The manager will participate in various initiatives across Global Wealth Solutions, including marketing, product development, advisor education, and service enhancements. The role also represents Raymond James Insurance Solutions in meetings with financial advisors, clients, and product partners to provide education and share industry best practices.
Extensive interaction with internal stakeholders, including financial advisors, associates, and senior leadership, as well as external product sponsors and industry partners, is required to identify, research, and resolve complex product, sales, and service-related matters.
Essential Duties and Responsibilities
Leads and manages the Annuity Product Specialist team, fostering a culture of accountability, collaboration, professional development, and exceptional advisor service.
Establishes and monitors team objectives, productivity expectations, and service standards to ensure timely and accurate support for financial advisors.
Provides ongoing coaching, mentoring, training, and performance feedback to support associate development and team effectiveness.
Performs human resource management responsibilities, including performance evaluations, identifying development opportunities, addressing performance concerns, and participating in recruiting, interviewing, and hiring decisions.
Demonstrates a commitment to maintaining an investment solutions platform consistent with the firm's core values, with a focus on putting clients' interests first.
Oversee the team's delivery of annuity product education, case consultation, and sales support to financial advisors.
Establishes and oversees objectives related to proactive financial advisor engagement, including follow-up on portfolio reviews, client case designs, educational events, and new advisor relationships.
Assists the Director, Internal Annuity Distribution, in supporting the Internal Annuity Consultant team and broader annuity distribution initiatives.
Partners with Internal and External Annuity Consultants, product management, operations, and other Insurance Solutions teams to promote consistent communication and effective resolution of advisor inquiries.
Identifies opportunities to improve workflows, streamline processes, enhance operational efficiency, and strengthen the overall advisor experience.
Transfers product knowledge and expertise through education and collaboration with financial advisors, operations, product support, and other internal teams.
Represents Insurance Solutions during advisor recruiting home-office visits, client events, and other educational opportunities.
Assists financial advisors in understanding the benefits, risks, and appropriate applications of complex annuity products, including product-specific education and support on individual client cases.
Collaborates with Insurance Solutions product managers and research associates on analysis, recommendations, and enhancements related to existing and prospective annuity products.
Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities
Knowledge of
Advanced annuity product knowledge is necessary to…