Jobs that use annuities the most include executive director of development, gift planning, finance agent, and finance professional.
| Rank | Job title | Salary | % of all skills | Job openings |
|---|---|---|---|---|
| 1 | Executive Director Of Development, Gift Planning | $106,169 | 13% | 125,352 |
| 2 | Finance Agent | $54,522 | 11% | 95,381 |
| 3 | Finance Professional | $55,551 | 9% | 124,570 |
| 4 | Benefits Counselor | $72,268 | 9% | 34,132 |
| 5 | Wholesaler | $59,529 | 8% | 6,195 |
| 6 | Licensed Insurance Producer | $66,026 | 8% | 54,872 |
| 7 | Insurance Broker | $94,006 | 8% | 38,403 |
| 8 | Planned Giving Officer | $57,443 | 6% | 55,918 |
| 9 | Insurance Adviser | $66,816 | 6% | 47,713 |
| 10 | Registered Representative | $54,074 | 4% | 17,622 |
What jobs use Annuities the most?
1. Executive Director Of Development, Gift Planning
How executive director of development, gift planning uses Annuities:
- Publish monthly e-newsletter for alumni; manage alumni website content and maintain alumni Facebook presence.
- Resolve financial issues relate to charitable contributions, provide program budgets, process payroll, and oversight management of operating accounts.
- Direct professional staff responsible for the implementation of HUD programs for the construction and rehabilitation of multi-family housing projects.
Most common skills for executive director of development, gift planning:
- Development Programs
- Appeals
- Annuities
- Charitable Gift
- Real Estate
- Fund Raising
2. Finance Agent
How finance agent uses Annuities:
- Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
- Assemble, and stage POS system.
- Test and diagnose problems on POS VeriFone FD55 and component parts.
Most common skills for finance agent:
- Term Care
- Customer Inquiries
- Annuities
- Financial Products
- Customer Issues
- Payment Arrangements
3. Finance Professional
How finance professional uses Annuities:
- Evaluate, present, and manage solutions in alignment with client needs and NASD requirements.
- Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
- License to provide health and life insurance, annuities, securities, and long term care products.
Most common skills for finance professional:
- Financial Objectives
- Financial Products
- Securities
- FINRA
- Annuities
- LLC
4. Benefits Counselor
How benefits counselor uses Annuities:
- Manage vendors for medical, dental, pharmacy, vision, HSA, long-term care and work-life resource and referral programs.
- Utilize HIPAA confidentiality of all employee data.
- Follow all HIPAA guidelines as required by law.
Most common skills for benefits counselor:
- Veterans
- HR
- Open Enrollment
- Annuities
- Customer Service
- Term Disability
5. Wholesaler
How wholesaler uses Annuities:
- Team with external wholesaler to develop sales and servicing strategy in order to manage assign sales region effectively.
- Work closely with bank management to help market annuities through the retail branches.
- Prepare and schedule meetings, seminars and conference calls with brokers to increase awareness, understanding and usage of MassMutual annuities.
Most common skills for wholesaler:
- Business Plan
- Annuities
- Territory Sales
- Excellent Presentation
- Sales Process
- Leverage
6. Licensed Insurance Producer
How licensed insurance producer uses Annuities:
- Used consultative upselling techniques to provide leads
- Present AFLAC benefits packages to various company owners and employees.
- Educate customers on products such as property-casualty, life, accident-health, and annuities.
Most common skills for licensed insurance producer:
- Work Ethic
- Lead Generation
- Annuities
- Customer Service
- Insurance Sales
- Auto Insurance
7. Insurance Broker
How insurance broker uses Annuities:
- Used consultative upselling techniques to provide leads
- Work as an independent financial planner selling life insurance and annuities to individuals and families
- Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
Most common skills for insurance broker:
- Customer Service
- Life Insurance Products
- Lead Generation
- Financial Resources
- Annuities
- Insurance Carriers
8. Planned Giving Officer
How planned giving officer uses Annuities:
- Manage, coordinate, and synchronize all unit redeployment efforts.
- Manage SharePoint data system for facility safety inspections and inventory tracking; develop organizational plan and access for over 3K personnel.
- Develop and coordinate USMC classify requirements and ensure they are included in appropriate planning documents and forums throughout DoD.
Most common skills for planned giving officer:
- Alumni
- PowerPoint
- Appeals
- Annuities
- Remainder
- Strategic Plan
9. Insurance Adviser
How insurance adviser uses Annuities:
- Manage civil litigation matters such as general and complex litigation.
- Present appropriate annuities for clients to purchase that meet their specific needs, time frame, and risk tolerance
- Direct the sale of life insurance policies, medical disability programs and annuities to military personnel and civilian members.
Most common skills for insurance adviser:
- Insurance Sales
- Insurance Options
- Annuities
- Insurance Solutions
- Insurance Coverage
- Administrative Tasks
10. Registered Representative
How registered representative uses Annuities:
- Manage variable and fix immediate and defer annuities for wealth accumulation.
- Develop knowledge of complex financial instruments and successfully communicate strategies for utilizing various securities in achieving client financial objectives.
- Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
Most common skills for registered representative:
- Financial Services
- Financial Products
- Securities
- Annuities
- Long-Term Care
- Health Insurance
11. Customer Service Professional
How customer service professional uses Annuities:
- Manage quality communication, troubleshoot escalate issues; issue refunds, credits and other methods of retention to regain customers trust.
- Manage bi-weekly payroll duties and employment documentation.
- Work with technical support to troubleshoot phone and computer system errors by performing physical/technical on-site resolution procedures.
Most common skills for customer service professional:
- Customer Service
- Inbound Calls
- Strong Customer Service
- Annuities
- Schedule Appointments
- Troubleshoot
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Updated December 28, 2023