Manager, Annuity & Retirement Strategy (Licenses: Life, Series 65 pref.)

About the Role

Join Revise as we transform retirement planning with innovative financial solutions. In this role, reporting to our Chief Strategist, you will play a key part in developing comprehensive retirement strategies by leveraging your expertise in annuities. You'll work closely with industry professionals and a collaborative startup team to analyze client needs, develop tailored financial models, and provide expert guidance on securing a sound retirement future. At Revise, we value a proactive approach, a positive attitude, and clear communication, ensuring that every client interaction contributes to our mission of modernizing the retirement planning process.

CANDIDATES OUTSIDE THE UNITED STATES WILL NOT BE CONSIDERED.

Key Responsibilities

• Provide expert advice on retirement planning and product selection
• Develop and present comprehensive retirement strategies to clients
• Utilize financial modeling techniques to assess and enhance clients’ existing portfolios
• Collaborate with team members to refine product offerings and strategies
• Maintain clear and effective communication with sales and strategy teams

Qualifications

• Valid life insurance producer license for at least 3 years
• In-depth knowledge of annuity and life insurance products
• Proven experience with financial modeling
• Strong verbal and written communication skills
• Positive attitude and a proactive approach
• Interest in working within a fast-paced startup environment
• Demonstrated knowledge of different retirement account options (e.g., 401(k), IRA, etc.) along with an understanding of their tax implications
• Nice-to-have: active Series 65 license