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Annuity Agent Jobs (NOW HIRING)

New York Life

Insurance Agent

Raleigh, NC

$69K - $130K/yr

We are seeking an Insurance Agent to join our team! You will be responsible for expanding the ... Dividends are not guaranteed)* $938 million lifetime annuity paid (includes all payouts on ...

Amerilife Group, LLC

OR · On-site

... agent conduct, and other compliance issues for assigned areas. * Review life insurance and annuity ... marketing material for compliance with applicable regulations. * Assist in the creation ...

Amerilife Group, LLC

OR

$60K - $80K/yr

The ideal candidate will have at least 2 years of life or health insurance experience (as an agent or wholesaler) and a strong interest in helping agents succeed in the annuity marketplace. Key ...

NYL - Matthews

Life Insurance Sales Agent

Charlotte, NC · On-site

$120K/yr

Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends ... Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent ...

Aegon

Associate Actuary - Annuity Valuation

Denver, CO · On-site

We're empowered by a vast agent network covering North America, with diversity to match. Together ... Summary Leads and performs actuarial valuation and financial reporting for annuity products ...

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Annuity Agent information

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How much do annuity agent jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for annuity agent in the United States is $17.15, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.23 per hour, depending on experience, location, and employer.

What is an annuity agent?

An annuity agent is a licensed professional who helps clients understand, purchase, and manage annuity products as part of their financial planning. Annuities are insurance contracts that provide a steady stream of income, often for retirement. Annuity agents educate clients about different types of annuities, assess their financial needs, and recommend suitable products. They also handle the application process and may offer ongoing service and support for existing annuity contracts.

How does an annuity agent typically collaborate with financial advisors and underwriters in their daily work?

Annuity Agents frequently work alongside financial advisors to help clients develop comprehensive retirement strategies, ensuring annuity products complement other financial plans. They also coordinate with underwriters to ensure applications meet all requirements and to address any issues that may arise during the approval process. This collaborative environment helps agents provide tailored solutions and streamline the client onboarding experience. Strong communication and teamwork skills are essential for success in this role.

Is selling an annuity agent a good job?

An annuity agent sells financial products that provide income during retirement, often earning commissions and bonuses. Success in this role depends on sales skills, industry knowledge, and licensing requirements, with job stability influenced by market demand and regulatory changes.

What skills and qualifications are needed to thrive as an annuity agent?

To thrive as an Annuity Agent, you need a solid understanding of financial products, insurance principles, and sales techniques, typically supported by a state insurance license. Familiarity with CRM software, financial planning tools, and compliance management systems is essential. Strong interpersonal skills, active listening, and the ability to build trust help agents effectively connect with clients and address their retirement needs. These skills are crucial for successfully guiding clients through complex decisions and ensuring regulatory compliance in a competitive financial services environment.

What is the difference between Annuity Agent vs Insurance Agent?

AspectAnnuity AgentInsurance Agent
CredentialsLicensing in annuities and life insuranceLicensing in various insurance types
Work EnvironmentFinancial planning and retirement productsBroad insurance sales across multiple lines
Employer & IndustryFinancial services and retirement planning firmsInsurance companies and agencies
Search & ComparisonOften compared for retirement product salesBroader insurance sales roles

While both Annuity Agents and Insurance Agents require licensing and work within the insurance industry, Annuity Agents specialize in retirement and investment products, focusing on annuities. Insurance Agents have a broader scope, selling various insurance policies. The key difference lies in their product focus and client needs, with Annuity Agents primarily assisting clients with retirement planning.

More about Annuity Agent jobs

What job categories do people searching Annuity Agent jobs look for?

The top searched job categories for Annuity Agent jobs are:

Annuity Agent jobs near you
Infographic showing various Annuity Agent job openings in the United States as of August 2026, with employment types broken down into 94% Full Time, 4% Part Time, and 2% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $35,664 per year, or $17.1 per hour.

Annuity Case Designer, Highland Capital Brokerage

Advisor Group

Birmingham, AL • On-site

$55K - $63K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 4 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Operations Opportunity in Insurance Industry
Annuity Case Designer, Highland Capital Brokerage
Location(s): All Locations/ REMOTE
Role Type: Full time
Salary: $55,000 - $63,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
The Annuity Case Designer will work alongside the annuity sales teams in assisting financial professionals with annuity business. The role will be responsible for helping increase overall annuity sales. The incumbent must be able to work in a fast-paced environment and is able to adapt with change. This position could evolve into a full-time Regional Vice President in the future.
Education Requirements:
  • Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.
  • Life & Health Insurance License preferred

Responsibilities:
  • Provide pre-sales support to assigned annuity sales team that includes case design, running illustrations, summarizing annuity designs and concepts, current rates/caps, and assisting with electronic submission platforms
  • Complete annuity reviews by analyzing in-force policy data and making recommend changes or alternate plans to optimize performance of existing policies to generate new sales/revenue
  • Respond in a timely manner meeting company service levels for all service and solicitation requests
  • Have in-depth knowledge of various annuity products, including features, benefits, and pricing to effectively present them to financial professionals
  • Stay current on the competitive marketplace by participating in educational opportunities, attending webinars and any carrier offered strategies, talks, podcasts etc.
  • Answer overflow calls from the phone queue
  • Participate in email campaigns and webinars by following up on engaged prospects and writing financial professionals
  • Assist sales team by prospecting, setting appointments and follow up meetings
  • Log all activities (illustrations, calls, meetings, etc.) into Sales Force and store illustrations according to established protocols
  • Perform miscellaneous clerical duties, special projects, reporting, or by providing help wherever it's required

Basic Requirements:
  • Multi-carrier insurance product experience.
  • Excellent verbal and written communication skills to effectively present complex concepts
  • Ability to build strong, lasting relationships with producers/advisors through trust and rapport
  • Demonstrated experience with illustration software (e.g., Annuity Rate Watch, LUMA, Carrier Software).
  • High sense of urgency and ability to prioritize workload in a demanding environment.
  • Familiarity with Salesforce to manage activities, client information and leads

Preferred Requirements:
  • 3 or more years of sales/sales support experience in the annuity environment
  • Work towards completion of CLU or ChFC designations
  • Work towards completion of Series 6 and 63

Current Employees and Contractors Apply Here
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About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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