Annuity Solutions Specialist II



The Annuity Solutions Specialist II is responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists II serve as product experts for any branch personnel with product-specific questions, technical, sales, and/or marketing matters. This role demonstrates strong knowledge of how annuities can be integrated into a financial plan through the income planning and estate planning processes. Annuity Solutions Specialists II develop and deliver internal training for Financial Advisors and their associates that promote the discussion of annuities in the context of a complete financial plan. This role creates internal marketing campaigns and authors social media/Firm newsletter content to promote annuity concepts.


  • Develops and delivers internal training presentations and educational materials to promote the discussion of annuities as part of a complete financial plan.
  • Creates internal marketing campaigns to develop product awareness and increase sales penetration of annuity products using email and Stifel's intranet (Portal).
  • Supports Financial Advisors and their associates with any questions about annuities via the telephone and email.
  • Assists Financial Advisors in annuity reviews and case design while acting as a liaison between vendors and Financial Advisors (FA).
  • Creates content for social media and Firm newsletters.
  • Reviews new products/product changes and communicates them to Financial Advisors and their associates.
  • Performs due diligence on new, and existing, annuity vendors.
  • Acts as a back-up to Senior Specialist for training, Closer Look and recruits.


  • Minimum Required: Bachelor's Degree in Marketing or business-related field.
  • Minimum Required: 3-5 years industry related experience.
  • Minimum Required: State Resident Life and Health Insurance License, State LTC designation.
  • Minimum Required: Series 7, 63 and 66 within 6 months of hire.
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook, SharePoint.
  • WebEx webinar software.
  • Solid knowledge of marketing principles. This includes marketing strategy and outcome measurement.
  • Working knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and gain interest via written, oral, and visual media.
  • General knowledge of compliance issues surrounding annuity products.


Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to "virtually" meeting you.

Stifel is an Equal Opportunity Employer


Market Research Analysts and Marketing Specialists


Bachelor's Degree


3 to 5 years

Job type

Full time

Salary Range
$81,000.00 - 132,000.00
per Year
Salary range estimated by
Saint Louis, MO 63101, US
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