Description:
Product Consultant (Annuities & Investments)
Hybrid | Contract / Contract-to-Hire
Pay Rate — $32-35/HR
We are seeking a Product Consultant to support a growing financial services team focused on client service, product support, and retention efforts related to annuities and investment products.
This is not a sales role—this position is centered around servicing existing clients and financial advisors, handling inquiries, supporting product understanding, and assisting with retention (conservation) initiatives.
________________________________________
What You’ll Do
- Serve as a primary point of contact for clients and financial advisors regarding annuities and investment products
- Respond to inbound inquiries related to:
o Product details
o Account activity
o Tax implications
o Procedures and regulatory guidelines
- Support retention and conservation efforts, helping clients understand their options and make informed decisions
- Accurately process and support exchange transactions (1035 exchanges)
- Navigate multiple systems and internal tools to efficiently resolve inquiries
- Document all interactions and actions with a high level of accuracy and detail
- Partner cross-functionally with internal teams and external partners to resolve complex issues
- Meet performance metrics related to call quality, efficiency, and service levels
- Continuously build knowledge across financial products, systems, and regulatory requirements
________________________________________
What We’re Looking For
- Active **Series 6 License required
- 3+ years of experience in customer service or client support, ideally within financial services or insurance
- Strong communication skills with the ability to explain financial concepts clearly and professionally
- High attention to detail, especially in documentation and transaction processing
- Ability to multitask across systems in a fast-paced environment
- Strong problem-solving skills and ownership mindset
- Comfortable working in a metrics-driven, team-oriented environment
- Bachelor’s degree preferred (or equivalent experience)
________________________________________
What Sets This Role Apart
- Focus on client experience and retention, not outbound sales
- Exposure to annuities and investment products in a highly regulated environment
- Opportunity to develop deeper expertise in financial products and advisor support
- Collaborative team environment with ongoing coaching and development
Requirements:
- Active **Series 6 License required
- 3+ years of experience in customer service or client support, ideally within financial services or insurance
- Strong communication skills with the ability to explain financial concepts clearly and professionally
- High attention to detail, especially in documentation and transaction processing
- Ability to multitask across systems in a fast-paced environment
- Strong problem-solving skills and ownership mindset
- Comfortable working in a metrics-driven, team-oriented environment
- Bachelor’s degree preferred (or equivalent experience)
