Hilltop Securities Inc. · 22 hours ago
Annuity Planning Consultant
Dallas, TX, United States
Full-time
Onsite
Mid Level
3+ years expHilltop Securities Inc. is a financial services company that provides a broad range of investment banking and related financial services. They are seeking an Annuity Planning Consultant to support financial professionals by incorporating annuity products into their practices and providing customized financial planning solutions.
BankingFinanceFinancial Services
Responsibilities
Proactively work with financial professionals and Hilltop Securities Financial Planning Consultants across all channels to support their efforts incorporating the use of commission and fee-based annuity products into their practices
Serve as an annuity subject matter expert for the insurance department
Assist with all aspects of solution design, including financial planning, product selection, proposal generation, and support closing the opportunity
Act as a consultant to financial professionals comparing options between annuities and other investment solutions to meet specific client needs
Participate in conference calls or appointments with financial professionals and clients
Schedule and participate in webinars, educational events and marketing activities
Qualification
Required
3-5 years of annuity experience
Bachelor's degree
Series 6 or 7 and Series 65 or 66 life insurance license required
Strong client service skills and interpersonal skills (communicative and outgoing), including the abilities to elicit information, actively listen, and clearly communicate
Must be able to provide complete and concise explanations of products to financial professionals and clients
Detail oriented with excellent organization skills, follow through skills and ability to multi-task
Excellent communication skills both verbal and written
Ability to work under pressure in a fast-paced and deadline-oriented environment
Strong computer skills required with experience in Microsoft Office and CRM tools including Salesforce and Redtail
Previous experience making sales presentations to small groups
Excellent analytical skills
Some travel will be required for visits to Financial Professionals, client appointments and training
Preferred
Prior experience with Firelight, iCapital, Envestnet, MoneyGuidePro and RedTail a plus
Benefits
FINRA series exam sponsorship
Tuition reimbursement
Working with a mentor
Company
Hilltop Securities Inc.
HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike. But that’s only part of the story.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$838.43M2019-12-20Debt Financing· $838.43M
Leadership Team
D
David Holleran
Chief Operating Officer
Recent News
2025-10-28
2025-10-24
Company data provided by crunchbase