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Annuity Operations Jobs (NOW HIRING)

Nexpoint

Annuity Operations & Product Specialist

Dallas, TX · On-site

$97K - $115K/yr

Position Summary The Annuity Operations & Product Specialist is a key member of the NexAnnuity Sales and Operations team, supporting financial professionals, insurance partners, and internal ...

Group1001

Annuity Operations Analyst

Zionsville, IN

TheAnnuity Operations Analystserves as the analytical partner to Inforce and Claims leadership,supportingefficiency, accuracy, andconsistent operational executionacross the annuity product lifecycle.

New

American Equity

Counsel, Product

Des Moines, IA · On-site

Annuity Operations * Advises annuity operations teams on contract interpretation and administration of annuity transactions, including surrenders, withdrawals, annuitizations, required minimum ...

American Equity

Counsel, Product

Des Moines, IA

Annuity Operations * Advises annuity operations teams on contract interpretation and administration of annuity transactions, including surrenders, withdrawals, annuitizations, required minimum ...

janney

This position is responsible for processing tasks in Annuity Operations in a timely and efficient manner. In addition, this role will focus on complex issues and may be tasked to provide training for ...

janney

This position is responsible for processing tasks in Annuity Operations in a timely and efficient manner. In addition, this role will focus on complex issues and may be tasked to provide training for ...

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Annuity Operations information

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How much do annuity operations jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for annuity operations in the United States is $24.15, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $27.64 per hour, depending on experience, location, and employer.

What is the difference between Annuity Operations vs Annuity Underwriting?

AspectAnnuity OperationsAnnuity Underwriting
Primary RoleProcessing and managing annuity contracts, ensuring accurate account administrationAssessing risk and determining eligibility for new annuity policies
Required SkillsData management, attention to detail, knowledge of annuity productsRisk analysis, underwriting guidelines, financial assessment
Work EnvironmentBack-office, administrative setting within insurance companiesUnderwriting department, risk assessment teams
CertificationsTypically none required, but industry certifications can be beneficialActuarial exams or underwriting certifications often preferred

While both roles are essential in the annuity industry, Annuity Operations focuses on contract administration and processing, whereas Annuity Underwriting involves evaluating risks for new policies. Understanding these differences helps clarify career paths and employer expectations in the annuity sector.

What are the key skills and qualifications needed to thrive in annuity operations?

To thrive in Annuity Operations, you need a strong understanding of financial products, attention to detail, and a background in finance or business, often supported by a bachelor's degree. Familiarity with annuity administration systems, CRM platforms, and regulatory compliance tools is typically required. Strong analytical thinking, problem-solving abilities, and effective communication skills help professionals excel in client interactions and process management. These skills are crucial to ensure accurate policy administration, regulatory adherence, and a smooth customer experience in a highly regulated industry.

What is annuity operations?

Annuity Operations refers to the department or team within a financial services organization that manages the administrative processes related to annuity products. These operations include tasks such as processing new annuity applications, handling policy changes, managing payouts, ensuring compliance with regulations, and providing customer service to policyholders. Professionals in Annuity Operations play a crucial role in ensuring the smooth and accurate management of annuity contracts from issuance to maturity or payout. Their work helps clients and beneficiaries receive timely and accurate payments and information.

What are some common challenges faced in an annuity operations role, and how can new team members effectively manage them?

Professionals in Annuity Operations often encounter challenges such as navigating complex regulatory requirements, managing high volumes of transactions accurately, and addressing customer inquiries in a timely manner. New team members can effectively manage these challenges by closely following established processes, participating in ongoing training, and collaborating with compliance and customer service teams. Attention to detail, adaptability, and proactive communication are key traits that help ensure success and maintain operational excellence within this role.
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What job categories do people searching Annuity Operations jobs look for? The top searched job categories for Annuity Operations jobs are:
Annuity Operations jobs near you
Infographic showing various Annuity Operations job openings in the United States as of July 2026, with employment types broken down into 91% Full Time, 5% Part Time, and 4% Summer. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $50,239 per year, or $24.2 per hour.

Annuity Operations & Product Specialist

NexPoint Securities, Inc.

Dallas, TX

$97K - $115K/yr

Other

Medical, Retirement

Posted 8 days ago

Job description

Description

NexPoint and NexAnnuity are part of a diversified investment platform serving retail and institutional investors worldwide. NexPoint is a leading alternative investment advisor offering access to differentiated investment opportunities across listed REITs, real estate private placements, 1031 exchanges, closed-end funds, business development companies (BDCs), and interval funds. NexAnnuity complements these capabilities by delivering innovative insurance and annuity solutions designed to help individuals achieve their retirement and long-term financial goals. Together, NexPoint and NexAnnuity leverage the expertise, resources, and capabilities of a multibillion-dollar investment platform spanning a wide range of asset classes and investment strategies, providing clients with comprehensive financial and retirement-focused solutions. For more information, visit www.nexpoint.com and www.nexannuity.com.


Position Summary

The Annuity Operations & Product Specialist is a key member of the NexAnnuity Sales and Operations team, supporting financial professionals, insurance partners, and internal stakeholders across onboarding, licensing and contracting, new business operations, and competitive landscape reporting. This role ensures a seamless advisor experience while upholding accuracy, compliance, and operational excellence across all business lines while understanding the products being distributed.

Essential Duties and Responsibilities

Advisor Onboarding & Contracting

  • Own end-to-end onboarding and contracting for financial professionals and agencies, ensuring paperwork accuracy, completeness, and compliance from submission through appointment.
  • Process licensing updates, E&O renewals, EFT changes, and product training certifications, maintaining accurate hierarchy, commission structures, and CRM records.
  • Serve as the primary point of contact for onboarding and contracting inquiries

Advisor Support & Service

  • Respond promptly and professionally to inbound calls, emails, and service requests from advisors, insurance carriers, and internal teams regarding post-issue servicing requests, licensing, contracting, commissions, and product information.
  • Maintain working knowledge of carrier platforms, product offerings, and internal systems to effectively support advisor needs.

Operations & New Business Support

  • Review new business submissions to confirm applications are in good order prior to carrier submission.
  • Monitor transfer statuses, funding requirements, and case progression, following up with operational partners to resolve outstanding requirements.
  • Track and resolve operational exceptions to meet service level expectations.
  • Maintain accurate advisor and case information within CRM and operational systems.

Reporting, Analytics & Competitive Intelligence

  • Serve as the subject matter expert on annuity products, including MYGAs, Fixed Index Annuities, and Single Premium Immediate Annuities, providing product education and support to financial professionals and internal stakeholders.
  • Analyze carrier product offerings, rates, and competitive positioning to develop comparative reports and sales materials that highlight key product features, benefits, and market opportunities.
  • Partner with IMO and BD partners, sales teams, and leadership to support product launches, monitor industry trends, and recommend enhancements that improve advisor experience and drive annuity sales growth.

Requirements

Qualifications

  • Two or more years of experience in annuity operations, licensing and contracting, advisor services, or financial services support required
  • Working knowledge of annuity products preferred.
  • Strong organizational skills with exceptional attention to detail; able to manage multiple priorities with accuracy and responsiveness.
  • Excellent verbal and written communication skills.
  • Strong analytical and problem-solving skills, with the ability to interpret data and proactively resolve issues.
  • Experience with CRM systems, reporting tools, and carrier platforms preferred.
  • Proficiency in Microsoft Office applications, particularly Excel.

At NexAnnuity, we help financial professionals grow their businesses through exceptional service and operational excellence. As we continue to grow, we're looking for a team member who takes pride in delivering white-glove advisor support and wants to help shape the future of our operations function.


Compensation & Benefits

NexPoint offers a competitive base salary and bonus based on experience and performance. NexPoint offers a generous benefits package that includes an industry leading health insurance plan with no employee premiums or deductibles and a 401(k) plan with employer match. NexPoint's talented professionals share a passion for excellence, commitment to teamwork, and pride based on the firm's track record in the alternative investment industry. NexPoint is an Equal Opportunity Employer.

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