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Annuity Case Jobs (NOW HIRING)

Amerilife Group, LLC

OR · On-site

$60K - $80K/yr

... annuity, life and health insurance solutions for those planning for and living in retirement ... Support agents with IUL product positioning and case design to drive adoption and sales. Salary ...

The Salvation Army

Case Worker

Salt Lake City, UT

$17.50/hr

Voluntary Tax-Deferred Annuity Plan (403(b)plan) Position Summary As a Case Worker for Social Service Programs, you will be expected to answer the phone, make appointments, take applications, conduct ...

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How much do annuity case jobs pay per hour?

As of Jul 19, 2026, the average hourly pay for annuity case in the United States is $19.30, according to ZipRecruiter salary data. Most workers in this role earn between $16.11 and $21.88 per hour, depending on experience, location, and employer.

What is the highest paid customer service job?

In customer service roles, executive-level positions such as Customer Service Directors or Vice Presidents tend to have the highest salaries, often exceeding six figures annually. These roles typically require extensive experience, leadership skills, and sometimes industry-specific certifications, and they oversee large teams or strategic initiatives within organizations.

What are some common challenges faced by professionals working in annuity case management, and how can they be addressed?

Professionals in annuity case management often encounter challenges such as navigating complex regulatory requirements, coordinating with multiple stakeholders (including clients, financial advisors, and insurance carriers), and ensuring accurate and timely processing of documents. Staying organized and detail-oriented is crucial, as even small errors can delay a case. Developing strong communication skills and maintaining up-to-date knowledge of industry regulations can help address these challenges and improve efficiency.

What jobs pay 4000 a week without a degree?

Jobs that can pay $4,000 a week without requiring a degree include high-level sales positions, such as real estate brokers or insurance agents, and certain skilled trades like commercial truck drivers or construction managers. These roles often rely on experience, certifications, or licensing rather than formal education and may involve commission-based pay or overtime opportunities.

What is an annuity case?

An annuity case refers to the process of evaluating, processing, and managing the application or servicing of an annuity product. Annuities are financial contracts that provide individuals with a stream of income, often used for retirement planning. An annuity case may involve new applications, changes to existing contracts, beneficiary updates, or claims for benefits. Professionals who work with annuity cases ensure all paperwork is accurate, meets regulatory requirements, and that clients' needs are properly addressed. They may also help clients understand product options and guide them through the process.

How to become a certified annuity specialist?

To become a certified annuity specialist, professionals typically complete specialized training programs and pass certification exams offered by industry organizations such as the American College or the Society of Financial Service Professionals. These certifications demonstrate expertise in annuity products and financial planning, often requiring ongoing education to maintain certification status.

What is an annuity job description?

An annuity job involves managing, selling, or advising clients on annuity products, which are financial contracts that provide a stream of payments over time. Roles often require knowledge of insurance and financial regulations, strong customer service skills, and may involve analyzing clients' financial needs to recommend suitable annuity options.

What are the key skills and qualifications needed to thrive as an Annuity Case Manager, and why are they important?

To thrive as an Annuity Case Manager, you need a solid understanding of annuity products, insurance regulations, and strong organizational skills, often supported by a background in finance or insurance. Familiarity with CRM systems, annuity illustration software, and proficiency in processing applications is typically required. Exceptional attention to detail, problem-solving abilities, and effective communication with clients and carriers distinguish top performers in this role. These skills ensure accurate processing, regulatory compliance, and high-quality service throughout the annuity application and management process.

What is the difference between Annuity Case vs Annuity Analyst?

AspectAnnuity CaseAnnuity Analyst
Required CredentialsInsurance licenses, basic financial knowledgeFinancial certifications (e.g., CFA, CFP), analytical skills
Work EnvironmentInsurance companies, financial advisory firmsFinancial institutions, consulting firms
Employer & Industry UsageUsed in insurance claim processing and case managementUsed in investment analysis and financial planning

While both roles involve financial knowledge related to annuities, Annuity Cases focus on managing specific insurance claims and client cases, whereas Annuity Analysts analyze investment products and market data. Understanding these differences helps job seekers target the right roles in the financial and insurance industries.

More about Annuity Case jobs
What are the most commonly searched types of Annuity Case jobs? The most popular types of Annuity Case jobs are:
What job categories do people searching Annuity Case jobs look for? The top searched job categories for Annuity Case jobs are:
Annuity Case jobs near you
Infographic showing various Annuity Case job openings in the United States as of July 2026, with employment types broken down into 17% Locum Tenens, 76% Full Time, and 7% Part Time. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $40,142 per year, or $19.3 per hour.
Annuity Sales Desk Representative

Annuity Sales Desk Representative

MassMutual Ascend

Cincinnati, OH

Full-time

Re-posted 2 days ago

Job description

Description

The Opportunity

We're looking to hire an Annuity Sales Desk Representative to join our Mass Mutual Ascend Internal Sales Desk. In this position, you'll convey various annuity product ideas and concepts while successfully answering incoming advisor questions. As and Annuity Sales Desk Representative, you will have a strong desire to learn, practice and apply your exceptional customer service skills through partnering with talented team of experienced sales professionals. You'll join a team that has a mission to broaden financial wellness and education to communities throughout the country.

The Team

The Internal Sales Desk at MassMutual Ascend works with distributors in the third-party/independent/Financial Institution/Broker General Agent space to sell our Fixed, Fixed Indexed, Fee-Based and Registered Indexed Link annuity products through financial advisors and independent agents. The team is agile, collaborative and inclusive as they support our diverse distribution partners and advisors. We partner with advisors to deliver exceptional financial solutions to their clients. We provide unparalleled expertise, guidance, advice, and solutions to MassMutual Ascend field distribution, their advisors and broker partners, in planning for their clients' financial future. We empower our advisors to grow and diversify their practices by collaborating with credentialed and experienced experts that address broad financial solutions.

The Impact:

  • Answer incoming Sales Desk calls in a timely accurate manner providing professional sales oriented detailed information to caller (product information, illustrations, forms and marketing materials) for producers and back-office support personnel while offering sales designs/concepts and product positioning.
  • Proactively partner with Marketing Representatives and other business partners to develop/grow individual annuity sales and achieve assigned goals.
  • Proficient with and effectively utilize illustration tools, Salesforce and other identified systems/tools.
  • Act as a liaison on behalf of Sales for the advisor and other sales entities that do business with us informing them of ongoing products and communications.
  • Work as a contributing team member to assist in achieving the sales goals of Sales and Distribution and provide backup to the other members of the team when needed.
  • Work with supporting/processing areas/operations to address any issues that would impact the ability of a submitted case to be "reported" in a timely manner, respectful of procedures.
  • Career Progression - We understand that you want opportunities for career progression and recognition for your growth and development. Our Sales Desk roles have career progression opportunities that come with time and demonstrated performance.

Minimum Qualifications

  • Bachelor's Degree or High School Diploma and 2+ years of equivalent work experience
  • 1+ year of customer service or sales experience
  • Must obtain Series 6 within 6 months hire
  • Must obtain Life & Health License within 6 months hire

Ideal Qualifications

  • 1+ years of sales support
  • Series 6 at time of application
  • Life & Health License at time of application
  • In-depth Annuity Product Knowledge
  • 1+ year experience in the Financial Services/ Insurance Industry where you can demonstrate a clear understanding of the marketplace that applies to the products being sold
  • Competitive product knowledge
  • Ability to influence others
  • Proven track record of working others, team player
  • Focused on development, a quick learner in product space
  • Ability to think creatively and outside of the box, focused on sales execution, utilizing products and solutions

Why Join Us.

At MassMutual Ascend, our collaborative culture is key to our success. It's the reason we're a leading provider of annuities today, and it's the reason we'll continue rising to the top tomorrow. A career at MassMutual Ascend means you'll contribute to our mission of taking financial futures above and beyond - and you'll be inspired to reach your own goals, too. As a wholly owned subsidiary of MassMutual, MassMutual Ascend continues to be an employer of choice in the Cincinnati, Ohio community.

MassMutual Ascend Life Insurance Company is an Equal Employment Opportunity employer. We welcome all persons to apply.

At MassMutual Ascend we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.For more information about our extensive benefits offerings please check out our Total Rewards at a Glance..

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