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Annuity Consultant Jobs (NOW HIRING)

NR Consulting

Annuity Values Processor

Annuity Values Processor Location: Remote Overview Reviews and processes requests for surrenders and partial withdrawals from annuity contracts, researches policy details to ensure transactions can ...

Infosys Limited

Lead Consultant

Atlanta, GA · On-site

$140 - $190/hr

Overview Infosys McCamish - Lead Consultant - Atlanta, GA, USA As a Lead Consultant, you will ... Analyze and resolve life insurance and annuity policy values, compliance value calculations, and ...

New

Cetera

Annuity Sales Specialist, NFG

Midvale, UT · Hybrid

$50K - $65K/yr

The Annuity Sales Specialist will support financial professionals in understanding how to implement ... The position requires strong consultative skills and an ability to assist financial professionals ...

Infosys Limited Digital

Lead Consultant

Atlanta, GA · On-site

Job details Job Role Principal Consultant-US Work Location Atlanta, GA State / Region / Province ... You will possess strong knowledge of life insurance and annuity products. You will work closely ...

Cetera

Annuity Sales Specialist, NFG

Midvale, UT · Hybrid

$50K - $65K/yr

The Annuity Sales Specialist will support financial professionals in understanding how to implement ... The position requires strong consultative skills and an ability to assist financial professionals ...

Infosys

Lead Consultant

Atlanta, GA · On-site

Infosys McCamish - Lead Consultant - Atlanta, GA, USA As a Lead Consultant, you will be ... You will possess strong knowledge of life insurance and annuity products. You will work closely ...

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How much do annuity consultant jobs pay per hour?

As of Aug 8, 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.
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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 87% Full Time, 7% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $103,425 per year, or $49.7 per hour.

Annuity Values Processor

NR Consulting

Remote

Other

Re-posted 16 days ago

Job description

Job title: Annuity Values Processor
Location: Remote
Overview
Reviews and processes requests for surrenders and partial withdrawals from annuity contracts, researches policy details to ensure transactions can be made. Fields inquiries about annuity products and services, answers questions and resolves routine inquires; reviews records and policies as needed to provide appropriate response. Responds to internal/external inquiries and researches policy history as needed.
Core Responsibilities:
Reviews surrender and withdrawal requests from agents and customers; determines whether requested transaction is a surrender, partial withdrawal and/or transfer to pay premium or deposit values. Initiate conservations process and prepare correspondence.
Processes policy and general accounting transactions in administrative systems, using appropriate codes and crediting and debiting accounts correctly; makes refunds if necessary; performs manual calculations using charts and formulas, to determine taxes owed in compliance with U.S. and Canadian tax policies, creates manual checks when necessary
Reviews and responds to inquiries (telephone and e-mail) from clients (internal and external) with respect to functions of the annuity service department (e.g., status of transfers and rollovers, status of pending contracts, refers more complex inquiries to appropriate section/division; answers basic questions about annuity contracts, tax qualification codes, application of funds (transfer, rollover, tax year), distribution dates and amount, requests for values including Annuity Surrenders and Withdrawals. 4. Handles complex calls and email inquiries from agents, clients; generates routine correspondence to provide information and resolve issues
Performs other related duties as assigned
Skills Qualifications:
Knowledge of retirement plans/products (including Ratebook), insurance and annuity plans/products
Knowledgeable about the basic operations of the Annuity Services department to be able to provide answers to basic questions on all areas; specific knowledge about own area
Knowledge of basic accounting principles
Basic mathematical skills
Knowledge of tax laws regarding annuity products.
Data entry skills.
Detail oriented; ability to determine and correct errors related to job duties
Communication skills; Excellent oral and written communication skills
Customer service skills
Collaboration and teamwork Systems/Technical Knowledge:
Ability to use PC and related software, including Lotus Notes, Microsoft Word, Excel and Access
Ability to enter and view data in policy administrative systems: Ingenium and CICS (Life 70) (including online accounting and Master Record)
Ability to use Imaging and workflow system: AWD
Ability to use illustration system to create illustrations: Navigator
Ability to use a calculator
Education:
High school diploma
3-5 years of experience working with insurance and annuity policies

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