About the Company

We 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 Role

This 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.

Responsibilities

• Serve as a primary point of contact for clients and financial advisors regarding annuities and investment products
• Respond to inbound inquiries related to:
• Product details
• Account activity
• Tax implications
• Procedures and regulatory guidelines
• Support retention and conservation efforts, helping clients understand their options and make informed decisions
• Accurately process and support exchange transactions (1035 exchanges)
• Navigate multiple systems and internal tools to efficiently resolve inquiries
• Document all interactions and actions with a high level of accuracy and detail
• Partner cross-functionally with internal teams and external partners to resolve complex issues
• Meet performance metrics related to call quality, efficiency, and service levels
• Continuously build knowledge across financial products, systems, and regulatory requirements

Qualifications

• Active Series 6 License required
• 3+ years of experience in customer service or client support, ideally within financial services or insurance
• Bachelor’s degree preferred (or equivalent experience)

Required Skills

• Strong communication skills with the ability to explain financial concepts clearly and professionally
• High attention to detail, especially in documentation and transaction processing
• Ability to multitask across systems in a fast-paced environment
• Strong problem-solving skills and ownership mindset
• Comfortable working in a metrics-driven, team-oriented environment

Preferred Skills

• Exposure to annuities and investment products in a highly regulated environment
• Opportunity to develop deeper expertise in financial products and advisor support
• Collaborative team environment with ongoing coaching and development

Pay range and compensation package

Competitive hourly rate based on experience and licensing

Target range: $30–$35/hour

Equal Opportunity Statement

We are committed to diversity and inclusivity.