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Annuity Processor Jobs (NOW HIRING)

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Annuity Processor information

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How much do annuity processor jobs pay per hour?

As of Sep 4, 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:

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.

Senior Annuity Marketing Strategist

Pacific Life Insurance Company

Newport Beach, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago


Pacific Life rating

7.8

Company rating: 7.8 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

197th of 315 rated insurance


Job description

Job Description:
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking a talented Senior Annuity Marketing Strategist to fill an existing role on our Marketing Strategy Team in Newport Beach, CA or Omaha, NE.
As a Senior Annuity Marketing Strategist, you'll move Pacific Life, and your career, forward by driving the Consumer Markets Division's growth and long-term success. This is a hybrid role that combines hands-on strategy development and campaign execution with relationship management for the advisory channel. You will lead the development and execution of annuity marketing campaigns that support our advisory business, while also serving as the primary marketing partner to our Advisory Sales and Strategic Accounts teams. As the liaison between Product, Sales, and cross-functional Marketing teams, you will help shape compelling campaign strategies and apply data-driven insights to guide how we position our products in the marketplace. Your work will inform strategic direction, influence how we go-to-market, and strengthen relationships with the advisors and firms we serve. In addition to advisory-focused work, you will also lead retail annuity campaigns as needed to support broader growth initiatives.
How you'll help us move forward:
  • Own the strategic development and maintenance of advisory annuity product marketing, including point-of-sale collateral, webpages, and other assets, and support additional retail annuity initiatives as assigned.
  • Drive go-to-market strategy and execution of omnichannel marketing campaigns-including email, social, and web-to build awareness and adoption of advisory annuity products.
  • Serve as the advisory annuity product expert for Marketing by providing insights, guidance, and expertise that inform campaign strategies, positioning, and communications and ensure materials align with firm and channel-specific needs.
  • Contribute to and support thought leadership development and media storytelling opportunities that position advisory annuities beyond product features by highlighting their broader value in financial planning.
  • Collaborate with cross-functional Marketing partners-including Creative Services, Marketing Operations, Digital Execution, and Campaign Management-to ensure campaigns, messaging, and initiatives align with business priorities.
  • Partner with internal stakeholders to execute campaigns and promotional opportunities and identify ways to educate internal teams and support their marketing efforts.
  • Serve as the primary marketing contact for the Sales teams, developing marketing campaigns and sales ideas that align with product positioning and priorities.
  • Proactively communicate with all internal and external stakeholders and teammates to ensure alignment, clarity, and transparency throughout projects and initiatives.
  • Ensure product materials are timely, compliant, and effectively distributed across relevant channels.
  • Monitor industry trends, competitor activity, and field feedback to translate insights into actionable marketing strategies and product positioning that maintain a competitive advantage.
  • Inform dynamic digital tools and sales collateral that help financial professionals and clients understand complex retirement income strategies.
  • Monitor performance of campaigns and initiatives, using data and feedback to refine strategies and optimize impact.
  • Represent Marketing in strategic cross-functional meetings such as PMO by receiving updates on product or timing changes, advising on marketing impacts, and communicating key information back to the Marketing team for alignment.
  • Travel periodically with the Sales team or industry conferences to gain deeper insight into the sales process to better support business and marketing needs.
  • May perform additional duties assigned

The experience you bring:
  • 8 to 10+ years of experience in product marketing and sales within financial services; experience with annuities is required; advisory annuities preferred.
  • Exhibit excellent communication skills across all levels of the organization, tailoring messages to effectively engage executives, peers, cross-functional partners, and team members.
  • Demonstrate experience developing marketing deliverables such as pitch decks, creative briefs, and email journey maps to support campaign strategy and execution.
  • Development of integrated marketing plans that build awareness, drive engagement, and generate leads.
  • Knowledge of marketing technologies such as customer relationship management (CRM) systems, marketing automation platforms, sales enablement tools, social media management tools, and analytics platforms.
  • Communicate effectively, manage time well, and pay close attention to detail while handling multiple projects with overlapping deadlines.
  • Collaborate across teams and demonstrate leadership to build strong working relationships.
  • Adapt quickly to changing priorities and shifting timelines.

What makes you stand out:
  • Communicate marketing, business, and technical needs clearly to align teams and achieve goals.
  • Excel in fast-paced environments, managing multiple complex projects at once with minimal oversight.
  • Apply data-driven thinking to solve problems and evaluate the effectiveness of marketing channels and tactics.
  • Takes ownership of learning their business lines through proactive research, curiosity, and initiative.
  • Promotes team growth and success by educating teammates, sharing insights, and collaborating effectively.

Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$118,800.00 - $145,200.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave as well as an Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

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About Pacific Life

Sourced by ZipRecruiter

When you purchase life insurance and retirement solutions, you're buying a promise. A promise that today, tomorrow or ten years from now, we'll be there. For more than 150 years, our clients have trusted Pacific Life to protect what matters most to them - their families, their businesses, their futures.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Newport Beach, CA, US

Year founded

1868

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