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Annuity Processor Jobs (NOW HIRING)

Modern Woodmen

Annuity Analyst I

Rock Island, IL · On-site

$22/hr

Analyze non-qualified and qualified annuity applications and perform data entry for new business ... Process transfers and rollovers received from other financial providers to assist in expediting ...

The Guardian Life Insurance Company of America

NY · On-site

$59 - $89/hr

This position monitors workflow and attrition trends to support operational performance and process improvement. The Annuity New Business Coordinator will also play a key role in partnering with ...

Ethos Life

Annuity Sales Representative

$70K - $400K/yr

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 ...

SynergisticIT

Annuity Claims Specialist -Remote

$40 - $45/hr

Medical Information Bureau may request member firms to validate prior medical condition reports made on individual annuity applicants. - Business Process: Claims and reinstatement inquiries are ...

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Annuity Processor information

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How much do annuity processor jobs pay per hour?

As of Sep 5, 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 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 are the key skills and qualifications needed to thrive as an annuity processor?

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 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 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:

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

The top searched job categories for Annuity Processor jobs are:

Annuity Processor jobs near you
Infographic showing various Annuity Processor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 10% Part Time, 1% Temporary, 10% Contract, and 1% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $34,822 per year, or $16.7 per hour.

Retirement Income and Annuity Specialist

Synergy Wealth Solutions

Chesterfield, MO • On-site

$100K/yr

Full-time

Medical, Life, Retirement

Posted 28 days ago

Job description

Help financial advisors design stronger retirement income, annuity, and insurance solutions for their clients.

Synergy Wealth Solutions is seeking a Retirement Income & Annuity Specialist to serve as a key resource for our financial advisors, wealth management teams, and client service partners. This role focuses on annuity products, retirement income strategies, insurance solutions, case design, advisor support, and business development. You will help advisors identify planning opportunities, compare product solutions, build proposals, support applications, and deliver a better experience for clients approaching or living in retirement.

What You'll Do:

· Serve as a firmwide resource for annuities, retirement income planning, life insurance concepts, and income distribution strategies.

· Consult with financial advisors on fixed, indexed, income, variable annuity, RILA, and protection-based solutions.

· Support case design, product comparisons, illustrations, proposals, and client-facing recommendations.

· Assist with annuity applications, new business processing, case management, suitability requirements, and placement support.

· Partner with advisors to uncover planning opportunities related to retirement income, tax deferral, risk management, guaranteed income, and asset protection.

· Deliver training, product updates, market insights, and practice development ideas to advisors and staff.

· Coordinate with Operations, Compliance, wholesalers, carrier partners, broker-dealer resources, and wealth management teams to ensure a smooth business process.

· Help increase advisor utilization of annuity and insurance solutions while driving firmwide production growth.

What Success Looks Like:

· Become a trusted annuity, insurance, and retirement planning resource for advisors across the organization.

· Increase advisor engagement with retirement income planning and annuity-based solutions.

· Improve case design quality, application accuracy, placement efficiency, and advisor experience.

· Contribute to growth in annuity production, life and annuity revenue, and broader financial planning activity.

Qualifications:

Required

· Active Life & Health Insurance License

· 3+ years of experience in annuities, life insurance, retirement planning, wealth management, financial services, or advisor sales support

· Strong understanding of annuity products, retirement income concepts, insurance planning, and financial advisor workflows

· Ability to explain complex planning strategies, product features, and case recommendations in clear, practical language

· Excellent communication, relationship-building, organization, and follow-through skills

Preferred

· FINRA registrations such as Series 6, 7, 63, and/or 66

· Experience supporting financial advisors, insurance agents, or wealth management professionals in a consultative sales support role

· Experience with broker-dealer, independent advisory, insurance, RIA, financial planning, or retirement income platforms

· Familiarity with annuity suitability, product positioning, carrier workflows, and new business processes

Why Join Synergy?

At Synergy, specialists are strategic partners who directly impact advisor success, client outcomes, and firm growth. This is a strong fit for someone who enjoys annuity sales support, retirement income planning, case consultation, insurance solutions, advisor education, and helping financial professionals grow their practices.

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