The Annuity Business Development Specialist is a developing professional role. Deals with most problems independently and has some
latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and
practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the sub-function/job family.
Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and
recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact.
Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner.
Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but
direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness
of own team and other closely related teams.

Responsibilities:

• The Annuity Business Development Specialist role reports to the Annuity Distribution Manager, who works under the Field Management organization. This position will work closely with advisors and wealth planners.
• Act as subject matter expert, educates Advisors and Relationship Managers on Citi annuity product offering and the
submission processes.
• Assist in the growth of annuity business with outgoing calls to advisors and other sales development initiatives.
• Collaborate with Wealth Planning team on positioning annuities as a potential solution for retirement income gaps.
• Be a student of the industry and constantly learn about new annuity products, industry and product development trends and
the regulatory environment.
• Collaborate with Product Management to provide field input on product gaps and areas for advisor training and education.
• Serve as point of escalation for any questions relating to product offering, platform navigation, submission process questions.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation
and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering
to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating,
managing and reporting control issues with transparency.

Qualifications:
• 2-5 years relevant experience
• Strong verbal and written communication skills
• Understanding of annuity products and concepts required
• Series 7& 63, and Life and Health required
• College Degree (preferred)
• Ability to multitask and perform well under pressure
• Excellent analytical and follow-up skills
• Experience using Microsoft Office suite (Excel, Word, PowerPoint)
• Must be a self-starter, problem solver and a goal-oriented team player

Education:
• Bachelor's/University degree or equivalent experience

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Job Family Group:

Private Client Coverage

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Job Family:

Financial Planning Services

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$121,200.00 - $181,800.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Aug 12, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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View Citi’s EEO Policy Statement and the Know Your Rights poster.