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Annuity Consultant Jobs (NOW HIRING)

Raymondjames

Internal Annuity Consultant

Troy, MI · On-site

Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers II / External Wholesalers and the Sales ...

Nationwide

Consultant, Fintech Platforms

Columbus, OH · On-site +1

As an Annuity Consultant, FinTech, the role serves as Nationwide's subject-matter expert for the Registered Investment Advisor (RIA) and advisory technology ecosystem and as a connector among ...

Socket.dev

Consultant, Fintech Platforms

Columbus, OH · On-site

$97 - $180/hr

As an Annuity Consultant, FinTech, the role serves as Nationwide's subject-matter expert for the Registered Investment Advisor (RIA) and advisory technology ecosystem and as a connector among ...

Nationwide

Consultant, Fintech Platforms

As an Annuity Consultant, FinTech, the role serves as Nationwide's subject-matter expert for the Registered Investment Advisor (RIA) and advisory technology ecosystem and as a connector among ...

Nationwide

Annuity Experience Consultant

Columbus, OH · Hybrid

Consulting with project teams across the Annuity and Shared portfolios to ensure that we deliver an optimal experience for partners and members * Researching competitor experiences and best practices ...

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Annuity Consultant information

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$10

$49

$118

How much do annuity consultant jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for annuity consultant in the United States is $49.72, according to ZipRecruiter salary data. Most workers in this role earn between $24.28 and $62.50 per hour, depending on experience, location, and employer.

What does an annuity consultant do?

An annuity consultant specializes in advising individuals and organizations on annuity products, which are financial contracts that provide a series of payments in exchange for an initial investment. They help clients understand different types of annuities, such as fixed, variable, and indexed annuities, and determine which products best meet their retirement or investment goals. Annuity consultants also assist with the application process, ensure products align with clients' risk tolerance, and provide ongoing service regarding policy management and claims.

What are the key skills and qualifications needed to thrive as an annuity consultant?

To thrive as an Annuity Consultant, you need a solid understanding of financial products, sales acumen, and often a bachelor's degree in finance or a related field, along with applicable state insurance licenses. Familiarity with financial planning software, CRM systems, and annuity illustration tools is typically required. Strong interpersonal skills, active listening, and the ability to explain complex concepts clearly help build client trust and relationships. These skills ensure you can effectively guide clients through important financial decisions and achieve business growth in a competitive market.

How does an annuity consultant typically collaborate with financial advisors and clients to tailor suitable annuity solutions?

An Annuity Consultant works closely with financial advisors by providing education on various annuity products, analyzing client portfolios, and recommending solutions that align with clients’ retirement goals and risk tolerance. They often participate in joint client meetings, answer product-related questions, and help address regulatory or compliance concerns. This collaborative environment ensures that advisors and clients are well-informed, resulting in more personalized and effective annuity strategies.

What is the difference between Annuity Consultant vs Financial Advisor?

AspectAnnuity ConsultantFinancial Advisor
CertificationsSeries 6/7, Life & Health licensesSeries 7, Series 66, CFP or CFA often preferred
Work EnvironmentInsurance firms, financial institutions, independentFinancial firms, banks, independent practice
Primary FocusPromoting and selling annuitiesComprehensive financial planning including investments, retirement, estate

While both roles involve financial products, an Annuity Consultant specializes in annuities, focusing on selling and advising on these specific products. A Financial Advisor offers broader financial planning services, including investments and estate planning. The roles often overlap in certifications and work environments, but their core responsibilities differ, making each suited to different client needs.

How to become an annuity consultant?

To become an annuity consultant, individuals typically need a bachelor's degree in finance, economics, or a related field, along with strong analytical and communication skills. Licensing requirements often include passing state-specific exams such as the Series 6 or Series 7, and obtaining relevant insurance licenses, depending on the products offered. Gaining experience in financial advising or insurance sales can also be beneficial for entering this role.
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Who are the top companies hiring for Annuity Consultant jobs?

The top employers for Annuity Consultant jobs are:

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

The top searched job categories for Annuity Consultant jobs are:

Annuity Consultant jobs near you
Infographic showing various Annuity Consultant job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 70% Physical, 3% Hybrid, and 27% Remote job distribution, with an average salary of $103,425 per year, or $49.7 per hour.

Internal Annuity Consultant

Raymondjames

Troy, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Job description

Job Description Summary

Job Description

Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers II / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage of each Region's Financial Advisors as needed.

Essential Duties and Responsibilities:

  • Assists in all aspects of the sales process.

  • Works with Senior Wholesalers to generate new business and increase sales.

  • Communicates to Financial Advisors in other regions and introduce products both in person and by phone.

  • Assists in case analysis and presentation.

  • Assists in the creation of client proposals, investment policy statements, Mobius, Zephyr and Morningstar reports, etc. as needed.

  • Assists in supporting marketing campaigns by organizing and implementing telephone calls and mailings.

  • Responds to requests from Financial Advisors who need assistance in selling products.

  • Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

  • The securities industry and products.

  • Company's working structure, policies, mission, and strategies.

  • Advanced concepts, principles and practices of assigned functional area.

  • Broker/dealer operations.

Skill in:

  • Preparing and delivering clear, convincing and professional presentations to small and large audiences.

  • Identifying the needs of customers through effective questioning and listening techniques.

  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

  • Detail orientation to ensure quality standards are met without impairing workflow.

  • Follow-up to ensure resolution and completion of tasks.

  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication and spreadsheets.

Ability to:

  • Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external client's at all organizational levels, and with all levels of expertise in the securities industry, to accomplish objectives.

  • Effectively address concerns or challenging questions when they arise.

  • Represent RJA in a highly professional manner.

  • Effectively market Raymond James and show resilience through the prospecting process.

  • Work independently as well as collaboratively within a team environment.

  • Take on responsibilities beyond what is required; volunteers to take on new assignments.

  • Exhibit tendencies to be a self-starter and not wait for signals.

  • Promote products and be comfortable in a sales environment.

  • Demonstrate high self confidence.

  • Excel in a team environment.

Educational/Previous Experience Requirements:

  • Associate's Degree (A.A.) in related field and/or one (1) to three (3) years financial industry related experience and/or training; or equivalent of education and experience.

  • ~or~

  • Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:

  • Series 7 License, Series 6, and/or State Insurance Licenses preferred, or to be obtained within six (6) months of hire date.

Education

Bachelor's: Business Administration, Bachelor's: Marketing

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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