About the CompanyWe are seeking a Product Consultant to support a growing financial services team focused on client service, product support, and retention efforts related to annuities and investment products.About the RoleThis is not a sales role—this position is centered around servicing existing clients and financial advisors, handling inquiries, supporting product understanding, and assisting with retention (conservation) initiatives.ResponsibilitiesServe as a primary point of contact for clients and financial advisors regarding annuities and investment productsRespond to inbound inquiries related to: Product detailsAccount activityTax implicationsProcedures and regulatory guidelinesSupport retention and conservation efforts, helping clients understand their options and make informed decisionsAccurately process and support exchange transactions (1035 exchanges)Navigate multiple systems and internal tools to efficiently resolve inquiriesDocument all interactions and actions with a high level of accuracy and detailPartner cross-functionally with internal teams and external partners to resolve complex issuesMeet performance metrics related to call quality, efficiency, and service levelsContinuously build knowledge across financial products, systems, and regulatory requirements QualificationsActive Series 6 License required3+ years of experience in customer service or client support, ideally within financial services or insuranceBachelor’s degree preferred (or equivalent experience) Required SkillsStrong communication skills with the ability to explain financial concepts clearly and professionallyHigh attention to detail, especially in documentation and transaction processingAbility to multitask across systems in a fast-paced environmentStrong problem-solving skills and ownership mindsetComfortable working in a metrics-driven, team-oriented environment Preferred SkillsExposure to annuities and investment products in a highly regulated environmentOpportunity to develop deeper expertise in financial products and advisor supportCollaborative team environment with ongoing coaching and development Pay range and compensation packageCompetitive hourly rate based on experience and licensingTarget range: $30–$35/hourEqual Opportunity StatementWe are committed to diversity and inclusivity.