Annuity Platform Specialist

As Annuity Platform Specialist, you’ll be the point person advisors turn to once an annuity case is in motion. This role is built around responsiveness: advisors and offices send in illustration requests, product questions, and case support needs across Fixed Index Annuities, Fixed Annuities, and MYGAs, and you own getting them accurate answers fast - then staying on top of the follow-up until the case is done.

The role starts support-heavy. Early on, you’ll focus on running illustrations and turning around inbound requests with a same-day standard. As you build fluency, your scope grows well beyond staying on top of your own case follow-up - the trajectory here leads toward becoming a subject matter expert who trains advisors and their staff directly on annuity products, illustrations, and the Bucket Plan.

Life insurance concepts round out the role, introduced through platform education and Bucket Plan design once you’re solid on the annuity fundamentals. As your expertise and platform fluency develop, there’s a path toward evolving this role into an Insurance Platform Specialist position with broader ownership across both annuities and life insurance - a growth opportunity based on your development, not a guaranteed progression., * Respond to inbound advisor requests for FIA, Fixed Annuity, and MYGA illustrations, product information, and case support with accuracy and a same-day standard

• Run illustrations across Fixed Index Annuities, Fixed Annuities, and MYGAs, and clearly explain why a given solution - and where it sits in the Bucket Plan - fits the client situation in front of you

• Handle the volume of day-to-day requests coming in from advisor offices, prioritizing by urgency and where a case sits in the pipeline

Follow-Up & Case Progression

• Follow up proactively on illustrations already delivered - answering follow-on questions, addressing hesitations, and moving the case toward a decision

• Track open illustrations and requests so nothing sits waiting on you, and nothing goes quiet without a nudge

• Provide case design support and help advisors navigate the right internal resources, tools, and teammates to keep a case moving smoothly

• Recognize when a case needs deeper expertise or a different specialist and hand it off cleanly

Platform & Product Knowledge

• Build fluency across the PCA/C2P Insurance platform’s Fixed Index Annuity, Fixed Annuity, and MYGA lines so illustrations and follow-up answers are fast and accurate

• Learn the Bucket Plan Best Interest Process and the 5 Pillars of Holistic Wealth well enough to explain where FIAs, Fixed Annuities, and MYGAs each fit within the buckets, and to frame annuity conversations accordingly - bringing in life insurance concepts where relevant

Team Coordination

• Run illustrations yourself end-to-end - requests come in directly from advisors through the Annuity Sales inbox, plus cases routed to you from the Relationship Management team

• Keep Chair 1 on the Relationship Management team in the loop on case wins and larger cases as they move toward close

• Share advisor feedback - questions, hesitations, and energy - that helps the broader team stay sharp

• Contribute ideas that refine how requests and follow-up get handled across the desk

What Success Looks Like in Your First 90 Days

• Hitting a same-day response standard on inbound illustration and product requests

• Running FIA, Fixed Annuity, and MYGA illustrations independently and speaking comfortably to the numbers

• Keeping a clean follow-up cadence - no illustration or open case sits untouched

• Building fluency in the Bucket Plan Process and the PCA/C2P platform - a learning curve that continues through your first year - and beginning to speak to where FIAs, Fixed Annuities, and MYGAs each fit

• Knowing when to carry a case yourself, when to hand off to a teammate, and when to bring in the SME

• Actively engaging in coaching sessions and applying what you learn between requests

This calls for real annuity fluency from day one: 5+ years of annuity wholesaling experience and a solid working knowledge of Fixed Index Annuities, Fixed Annuities, and MYGAs - plus comfort running illustrations and articulating why a given solution fits a given case. You’ll build a clear sense of where each product fits within the Bucket Plan Process over your first year on the platform; you don’t need to arrive with that mapped out. Just as important is reliable follow-through - the instinct to keep a case moving until it closes, without it falling through the cracks., * 5+ years of annuity wholesaling experience, with a solid working knowledge of Fixed Index Annuities, Fixed Annuities, and MYGAs

• Comfortable running illustrations across FIA, Fixed, and MYGA products and speaking to why a given solution works for a client’s situation - you’ll build fluency in where each fits within the Bucket Plan over your first year on the platform

• Life insurance background is a meaningful plus

• Active life/annuity license required; familiarity with Bucket Planning or a similar platform, including how FIAs, Fixed Annuities, and MYGAs map to it, is a strong plus

• Comfortable on calls and Zoom, able to walk an advisor through numbers and answer questions in real time

• Proficiency with CRM platforms (e.g., Salesforce) and Microsoft Office (Excel, Outlook, Teams)

• Candidates coming from a competitor or similar annuity/life insurance environment are a great fit, provided they hold an active life/annuity license

• Reliable follow-through - you close your own open loops and don’t let a case go stale

The Mindset

• Detail-oriented and responsive - you treat a same-day standard as a baseline, not a stretch goal

• Coachable and hungry - you welcome feedback, act on it quickly, and see every case as a chance to improve

• Organized enough to track multiple open illustrations and requests at once without letting any slip

• Self-directed enough to manage your time and stay productive, whether working remotely or from one of our offices

• Adaptable in a fast-paced environment, comfortable navigating shifting priorities

• A positive, professional presence on calls and in team collaboration

• You bring genuine fun to the work - we enjoy what we do with each other, with advisors, and in our community, and we’re looking for someone who adds to that

Pulled from the full job description Professional development assistance 401(k) Health insurance Retirement plan 401(k) matching Vision insurance Health savings account, * 401(k)

• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Retirement plan
• Vision insurance

• Real exposure to annuity, investment, and life cases at a pivotal, exciting moment for our company

• A role built to grow with you - expanding toward subject matter expertise and direct advisor/staff training as your knowledge and confidence develop, with the potential to evolve into an Insurance Platform Specialist role over time

• A team that has genuine fun together - with each other, with advisors, and out in our community

Why Apply

This role is for someone who wants clear, tangible work: requests come in, you get them done right, and you follow through until the case closes. If you’re energized by solving the case in front of you, ready to grow into a subject matter expert who advisors and their staff turn to for training, and want to be coached toward your best work, we want to hear from you.

The platform will support you. The tools will help you. But it’s your responsiveness, follow-through, and growing initiative that will define your success here., Prosperity Capital Advisors (Prosperity) is an SEC-registered investment advisor dedicated to helping individuals and families simplify financial complexity through a comprehensive and holistic approach. The firm integrates the Five Pillars of Holistic Wealth Management: financial planning, asset management, tax management, protection planning, and legacy planning into a cohesive experience designed to help clients achieve better wealth outcomes. Through their proven process, The Bucket Plan®, and a nationwide network of subject matter specialists across the many facets of wealth like Social Security, life insurance, and more, Prosperity excels at serving those with more complex wealth needs, such as women, business owners, high-income professionals, executives with equity compensation, federal employees, and more. For more information, visit https://prosperitycapitaladvisors.com