LIRP & Annuities

About the Role

The LIRP & Annuities professional at TRB will guide clients through life insurance retirement plans (LIRPs) and annuity products, explaining options, benefits, and risks in clear, accessible terms. The role involves conducting client consultations, assessing financial needs, and designing tailored strategies that support long-term retirement and income objectives. This is a full-time, on-site role based in The Woodlands, TX, requiring consistent in-person client interaction and participation in team meetings and training sessions.

Key Responsibilities

• Conduct client consultations and assess financial needs.
• Design tailored strategies supporting long-term retirement and income objectives.
• Explain LIRP and annuity options, benefits, and risks.
• Prepare proposals.
• Review policy and contract details.
• Process applications.
• Maintain accurate records in accordance with regulatory and company standards.
• Collaborate with colleagues to support client outreach, follow-up, and ongoing service.
• Respond to inquiries and resolve issues in a timely manner.

Requirements & Tech Stack

• Life insurance and annuity products knowledge.
• Ability to explain policy structures and benefits clearly.
• Retirement planning experience or training.
• Ability to integrate LIRP and annuity solutions into broader financial strategies.
• Foundational understanding of finance, including concepts such as risk management, income planning, and tax considerations.
• Relevant licenses or willingness to obtain required state insurance and securities licenses, as applicable.
• Ability to work on-site in The Woodlands, TX.
• Previous experience in financial services, insurance, or a client-facing advisory role is beneficial.

Qualifications

• Strong customer service skills, with a focus on building trust, addressing client questions, and supporting long-term relationships.
• Effective communication skills, including active listening, clear verbal explanations, and professional written correspondence.
• Attention to detail and strong organizational skills for handling documentation, compliance requirements, and client records.
• Ability to collaborate with team members and adapt to changing client and business needs.