Stifel Financial Corp. · 1 day ago
Annuity Solutions Specialist
St Louis, MO
Full-time
Onsite
Entry Level
1+ years expStifel Financial Corp. is a global wealth management and investment banking firm with a rich history of innovation. The Annuity Solutions Specialist supports and markets the firm's annuity products to Financial Advisors, serving as a product expert and coordinating marketing efforts to enhance sales and product awareness.
BankingFinanceFinancial Services
Responsibilities
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)
Responsible for learning how annuities can be implemented via the income planning and estate planning portion of a complete financial plan
Coordinates content from annuity vendors and updates marketing materials on the Stifel intranet (Portal)
Reviews new products/product changes and communicates them to Financial Advisors and their associates
Performs due diligence on new, and existing, annuity vendors
Creates internal marketing campaigns to develop product awareness and increase sales penetration of annuity products using email and Stifel's intranet (Portal)
Creates content for social media and Firm newsletters
Qualification
Required
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
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: 1+ 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
Benefits
Health, dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
H1B Sponsorship
Stifel Financial Corp. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (4)
2023 (5)
2022 (5)
2021 (6)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
Company data provided by crunchbase