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Annuity Processor Jobs (NOW HIRING)

Group1001

Inforce, Claims Processor

Zionsville, IN · On-site

This position's primary focus is annuity claims but will also be required to assist with other ... Processing and approving claim payments, generating settlement confirmation letters and tracking of ...

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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:
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 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.
Vice President, Divisional Annuity Specialist

Vice President, Divisional Annuity Specialist

JPMorgan Chase & Co

Jersey City, NJ

Full-time

Medical, Retirement

Re-posted 25 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 491 frontline employees who took The Breakroom Quiz

58th of 149 rated banks

Job description

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals, and retail investors in every major market throughout the world. For individual and institutional investors, the business provides retirement plan programs, products and services, brokerage and banking services including trusts and estates, loans, mortgages, and deposits.

As the Western Divisional Annuity Specialist, you will support advisors within J.P. Morgan's Wealth Management divisions (Chase Wealth Management and JPMorgan Securities) by leveraging annuity solutions to address client investment and income needs within the Goals Based Advice Framework.  This role involves managing an assigned geographic territory and requires seamless collaboration across various business lines and functions to deliver an exceptional client experience.  The Annuity Specialist will possess in-depth knowledge of the annuity and retirement industry and be adept at balancing sales and service support for the product. Additionally, the specialist will work closely with Wealth Management field leaders to promote annuity product diversification and awareness. 

Job Responsibilities:

  • Manage a region while maintaining an entrepreneurial attitude in the daily territory management and partnership with advisors
  • Develop and manage advisor campaigns and tracks success results based on statistical data from key performance indicators
  • Drive new and maintain existing relationships with advisors to increase adoption of annuity solutions - ensuring trust from advisors is crucial for the successful execution of the job
  • Conduct calls with financial advisors and clients to educate on annuity products - additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption
  • Collaborate with advisors to include annuities in goals based plans for clients; ability to educate advisors on financial products and the process of delivering annuity solutions

  • Partnering with an internal specialist, be responsible for developing and executing a comprehensive divisional plan to support the region/market
    Provide proactive and reactive advice and guidance to advisors around structuring annuity solutions for clients
    Coordinating, planning, and presenting educational webinars for advisors in addition to other marketing campaigns
    Maintain an effective relationship with internal and external partners in order to drive annuity solutions, develop deeper relationships and deliver Goals Based Advice solutions for client

    Required Qualifications, Skills and Capabilities:

  • 5 years within financial services as an external wholesaler, or having annuity sales experience
  • Excellent relationship building experience, written, and verbal communication skills
  • Ability to multitask and work in a fast-paced team environment
  • Selfdriven and independent worker with a sense of urgency and drive towards results
  • FINRA 7 and 66 (or 63 & 65) required

  • Active Life & Health insurance license

    Preferred Qualifications, Skills and Capabilities:

  • Bachelor's degree strongly preferred or equivalent work experience
  • Experience in working with advisors a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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