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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 ...

Integritymarketing

Annuity Sales Agent

Altoona, PA · Hybrid

The Annuity Sales Specialist will educate clients on retirement income strategies, assess their ... Strong interpersonal, presentation, and consultative selling skills. * Ability to communicate ...

Integritymarketing

Annuity Sales Agent

Johnstown, PA · Hybrid

The Annuity Sales Specialist will educate clients on retirement income strategies, assess their ... Strong interpersonal, presentation, and consultative selling skills. * Ability to communicate ...

W3Global Inc.

Pension and Annuity Supervisor

Honolulu, HI · On-site

$65K - $70K/yr

Oversee Pension & Annuity department operations and workflow to ensure efficient and accurate ... Ability to build and maintain relationships with trustees, legal counsel, consultants, employers ...

Amerilife Group, LLC

OR · On-site

$60K - $80K/yr

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

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Annuity Consultant information

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How much do annuity consultant jobs pay per hour?

As of Aug 4, 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.

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.

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.

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.
More about Annuity Consultant jobs
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 July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $103,425 per year, or $49.7 per hour.

Internal Annuity Consultant

Raymond James Financial, Inc.

Troy, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 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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