Hiring: Annuity Solutions Specialist Company: Stifel Financial Corp. Location: St Louis, MO Job Posted Time: 2026-09-11 13:35:42 Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Series 7, Wealth Management About the job Experience: •Minimum Required: 1+years industry related experience •Minimum Required: Series 7, 63 and 66 within 6 months of hire •Proficient in Microsoft Excel, Word, PowerPoint, Outlook, SharePoint. Required Skills: •The Annuity Solutions Specialists are 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). •Lead and oversee learning how annuities can be implemented via the income planning and estate planning portion of a complete financial plan. Qualifications: •General understanding of the role annuities play in the income planning and estate planning process with a desire to learn more. •General knowledge of basic marketing principles. This includes marketing strategy and outcome measurement. •Solid functional working knowledge of media production, communication, and dissemination techniques and methods. •General knowledge of compliance issues surrounding annuity products. •Minimum Required: Bachelor's Degree in Marketing or business-related field or equivalent combination of education and experience •Minimum Required: State Resident Life and Health Insurance License, State LTC designation Compensation: •Competitive benefits and rewards package •Minimum Required: State Resident Life and Health Insurance License, State LTC designation Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!