Product Consultant

Group 1001

. Handle inquiries from clients and financial advisors regarding annuities and investments with Delaware Life .

Posted 11/10/2026full-timeZionsville • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service within the financial services sector, with a strong focus on annuities and investments. Proficient in navigating regulations, maintaining detailed records, and ensuring high-quality communication and problem resolution.

Highest-signal resume keywords

Series 6 LicenseClient Service ExperienceFinancial Services KnowledgeAnalytical Problem-Solving SkillsDetail Oriented

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Annuities KnowledgeInvestment KnowledgeTax Implications UnderstandingMathematical SkillsRecord KeepingFund Exchanges Processing

Soft Skills

Excellent Communication SkillsTeamworkDecision-Making SkillsProfessionalismReliability

Tools & Technologies

Computer SystemsOnline Resources

Certifications & Qualifications

Series 6 License

Industry Keywords

Financial ServicesInsuranceRegulationsClient InquiriesMaintenance Transactions

About the role

Key responsibilities & impact

Handle inquiries from clients and financial advisors regarding annuities and investments with Delaware Life
Provide accurate information about annuities, investments, tax implications, product information, procedures, and regulations
Navigate computer systems and online resources to retrieve information while responding to customer inquiries
Partner with external business partners to resolve client inquiries
Maintain detailed electronic records by documenting all actions taken
Meet department standards for call quality and efficiency, teamwork, ownership, and professional development
Assist with maintenance transactions during inbound communications
Learn, retain, and update knowledge of financial products, internal processes, procedures, and regulations
Ensure resources are accessible when supporting clients, teammates, or managers
Take ownership of client issues through completion and notify appropriate personnel of problems
Place fund exchanges within variable contracts

Requirements

What you’ll need

Series 6 license
Excellent written and verbal communication skills
Strong commitment to client service and quality
2 or more years of client service experience preferred
Experience in Financial Services and/or insurance preferred
Detail oriented with strong organization and prioritization skills
Proven decision-making skills
Ability to multi-task
Effective analytical, problem-solving, and mathematical skills
BA/BS degree preferred, or equivalent experience required
Ability to work well in a team environment
Strong professionalism and reliability
Ability to adhere to strict financial industry rules and regulations

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
Basic and Supplemental Life Insurance
Short-Term Disability
Long-Term Disability
Employee Assistance Program
Wellness programs
401K plan with matching contributions by the Company
Supportive work environment valuing employee differences
Ongoing coaching and feedback