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Annuity Processor Jobs (NOW HIRING)

Senior Sales Data Analyst

West Des Moines, IA · On-site

$78K - $99K/yr

A minimum of 3 years of related work with insurance and annuity processes and systems required. Working with large data sets and relational databases. * Associate degree: A minimum of 5 years of ...

The Annuity Financial Processor handles more complex servicing requests and financial transactions, including fund reallocations, RMDs and withdrawals. This role requires a higher level of annuity ...

Ethos offers instant, accessible products and a seamless online process that requires no medical ... About the role As a founding Member of the Annuity Sales team, your role is to confidently guide ...

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Annuity Processor information

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How much do annuity processor jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for annuity processor in the United States is $16.74, according to ZipRecruiter salary data. Most workers in this role earn between $13.46 and $19.23 per hour, depending on experience, location, and employer.

What are some common challenges faced by annuity processors, and how can they be managed effectively?

Annuity processors often encounter challenges such as handling complex paperwork, ensuring accurate data entry, and staying up-to-date with regulatory changes. Managing multiple cases simultaneously while maintaining attention to detail is crucial, as errors can delay client payouts or impact compliance. Effective time management, ongoing training, and clear communication with financial advisors and underwriters help annuity processors overcome these challenges and ensure smooth processing of annuity contracts.

What profession makes $300,000 a year?

Annuity processors typically do not earn $300,000 annually; such high salaries are more common in executive roles, specialized financial advisors, or senior investment professionals. High-paying finance careers often require advanced certifications, extensive experience, and specialized skills in financial analysis or management.

How much does an annuity salesman make?

An annuity salesperson's earnings typically include a base salary plus commissions, with total compensation ranging from $50,000 to over $150,000 annually depending on experience, sales performance, and the company. Successful agents with strong client networks can earn higher commissions and bonuses, especially when working in a competitive financial services environment.

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

To thrive as an Annuity Processor, you need strong attention to detail, a solid understanding of financial products, and typically a high school diploma or associate degree. Familiarity with insurance processing software, CRM systems, and regulatory compliance tools is essential. Excellent organizational skills, effective communication, and problem-solving abilities help you manage complex paperwork and customer inquiries. These skills ensure accurate processing, regulatory adherence, and high-quality client service in the financial industry.

What is an Annuity Processor?

An Annuity Processor is a professional who manages the administrative tasks involved with annuity contracts, including processing applications, verifying client information, and ensuring compliance with regulations. They serve as a key liaison between clients, agents, and insurance companies to facilitate smooth annuity transactions. Annuity Processors may also handle changes to policies, address client inquiries, and maintain accurate records throughout the lifecycle of an annuity. Their work is essential for ensuring timely and accurate handling of annuity products.

What jobs pay 4000 a week without a degree?

Annuity processors typically earn between $50,000 and $80,000 annually, which averages to less than $4,000 per week. High-paying jobs that can reach or exceed $4,000 weekly without a degree often include roles such as sales managers, real estate brokers, or skilled trades like electricians and plumbers, which may require experience or certifications rather than a college degree.

What jobs pay 500,000 a year in the US?

In the US, high-paying roles such as senior executives, investment bankers, specialized surgeons, and certain successful entrepreneurs can earn $500,000 or more annually. For an annuity processor, such salaries are uncommon unless combined with executive responsibilities or bonuses, as the role typically offers lower compensation. Achieving this level often requires extensive experience, advanced certifications, or leadership positions in finance or healthcare sectors.

What is the difference between Annuity Processor vs Annuity Underwriter?

AspectAnnuity ProcessorAnnuity Underwriter
CredentialsTypically requires high school diploma or equivalent; some roles prefer insurance or finance certificationsOften requires similar credentials; may need insurance licenses or underwriting certifications
Work EnvironmentOffice setting, processing applications and verifying dataOffice setting, assessing risk and approving policies
Industry UsageCommonly employed in insurance and financial servicesUsed in insurance companies, especially in risk assessment
Search & Comparison IntentFocuses on data processing and administrative tasksFocuses on risk evaluation and decision-making

While both roles operate within the insurance industry, Annuity Processors handle data entry and application processing, whereas Annuity Underwriters evaluate risk to determine policy approval. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

More about Annuity Processor jobs
What states have the most Annuity Processor jobs? States with the most job openings for Annuity Processor jobs include:
Infographic showing various Annuity Processor job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 3% Part Time, 2% Temporary, and 5% Contract. Highlights an 90% In-person, and 10% Remote job distribution, with an average salary of $34,822 per year, or $16.7 per hour.
Annuity Solutions Specialist

Annuity Solutions Specialist

Renaissance Financial

Phoenix, AZ • On-site

Full-time

Medical, Retirement

Re-posted 10 days ago


Job description

About Renaissance Financial
Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.


We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. The mission of this full-time position is to be responsible for educating advisors on approved annuity products. Working with advisors on each unique client situation to determine a suitable recommendation as well as due diligence on existing annuities in each client’s portfolio.

Primary Responsibilities:

  • Provide up to date information on approved Annuity products to advisors.
  • Carry out training programs for Registered Representatives who solicit, offer, and sell annuities.
  • Work with wholesalers to keep up relationships and acquire required information on each company and their products.
  • Research existing and historical annuities and layout information for advisors to assess what clients or prospects currently own and how it first with their overall financial goals.
  • Identify suitability concerns and relay information appropriately.
  • Help track the progress of annuity planning with advisors from recommendation to submission of paperwork.

Secondary Responsibilities:

  • Review new annuity account paperwork daily.
  • Assist in suitability checks on annuity applications being submitted daily.
  • Assist with technology and paperwork questions form advisors and assistants.
  • Scan paperwork for submission to custodians and for processing service requests.
  • Track progress of annuity submissions for the firm.
  • Develop expertise in our firm’s technology and software tools and platforms.
  • Knowledgeable on annuity products available to our firm.

Essential Characteristics:

  • Must have a high level of interpersonal skills to handle sensitive and confidential situations.
  • Enjoy collaborating and being a part of a team that puts clients first.
  • This position requires demonstrated poise, tact, patience, and diplomacy.
  • Must be able to interact and communicate with individuals at all levels of the organization.
  • Work requires attention to detail and organization in such things as composing, typing, and proofreading materials, establishing priorities and meeting deadlines.
  • Eager to learn about the industry and our firm and enjoy working in a fast-paced environment with a demonstrated ability to juggle multiple competing tasks and demands.
  • Tech savvy, with the proficiency to quickly learn new technology tools, platforms and software.
  • Open to feedback and coaching.
    Education, Training & Experience:
  • College degree preferred; must have high school diploma.
  • One or more years of experience in an office environment.

Preferred Qualifications:

  • Renaissance pays for the exam fees for required registrations. The company also allows for paid study time off for taking the classes offered to help pass the tests.
    • SIE
    • Series 7
    • Series 66

 Computer Equipment and Software:

  • Microsoft Office Products
  • Databases

    Working Conditions:

    • This position is in-office, in a business professional environment.
    • Standard 40-hour work week.
    • Overtime hours and travel may be required.
    • We are committed to providing an accessible work environment. If you need accommodations, please let us know.

    Benefits and Incentives:

    • Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).
    • Employer Paid Medical Insurance.
    • Potential for Annual Variable Compensation and Bonuses.
    • Employer Licensing Coverage and Growth Opportunities.