Product Consultant (Annuities & Investments) at GSD Search LLC – Zionsville, Indiana

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.

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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

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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)

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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

• 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)