Investment Expert

Conduct investment education and support for customers, brokers, and internal departments using macroeconomic and market insights. Create presentation materials explaining investment environments, asset allocation, and fund strategies. Plan and execute training sessions, seminars, and webinars for independent agencies. Support fund selection for variable annuities and assist in high-level client engagements. Provide market and investment perspective advice to product, marketing, and sales teams. Review and update investment-related content regularly while monitoring market trends and regulatory changes.