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Annuity Suitability Jobs (NOW HIRING)

Ethos Life

Annuity Sales Representative

$70K - $400K/yr

Completion of state-required Annuity Suitability training/certifications * 2-3 years of experience in direct-to-consumer annuity telesales (Fixed, Fixed-Index, or MYGA experience preferred) * 7+ ...

Ethos Life

Annuity Sales Representative

$70K - $400K/yr

Completion of state-required Annuity Suitability training/certifications * 2-3 years of experience in direct-to-consumer annuity telesales (Fixed, Fixed-Index, or MYGA experience preferred) * 7+ ...

Symetra

Suitability Analyst - Remote

Bellevue, WA · On-site

Review new annuity sales, transfers, replacements, and exchanges to determine whether transactions meet Symetra's suitability and best interest standards, ensuring recommendations align with customer ...

Symetra

Suitability Analyst - Remote

Review new annuity sales, transfers, replacements, and exchanges to determine whether transactions meet Symetra's suitability and best interest standards, ensuring recommendations align with customer ...

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Annuity Suitability information

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$43.5K

$71.4K

$98.5K

How much do annuity suitability jobs pay per year?

As of Aug 28, 2026, the average yearly pay for annuity suitability in the United States is $71,437.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $78,500.00 per year, depending on experience, location, and employer.

What is annuity suitability?

An Annuity Suitability job involves evaluating whether annuity products are appropriate for clients based on their financial needs, goals, and risk tolerance. Professionals in this role review applications, assess regulatory compliance, and ensure that annuities align with the client's best interests. They work closely with advisors and underwriters to prevent unsuitable sales and protect consumers. Strong knowledge of financial regulations, insurance products, and customer financial profiles is required for this position.

What are some common challenges faced in an annuity suitability role?

One common challenge in an Annuity Suitability role is navigating complex regulatory requirements while assessing whether annuity products are appropriate for specific clients. Professionals in this field frequently review detailed client financial information and must stay current with evolving compliance standards, which demands ongoing learning and vigilance. Additionally, communicating findings and recommendations to financial advisors and clients involves a high level of accuracy and diplomacy. Successfully managing these challenges is key to ensuring ethical sales practices and protecting both clients and the organization.

What are the key skills and qualifications needed to thrive in an annuity suitability position, and why are they important?

To thrive in Annuity Suitability, you need a strong knowledge of annuity products, insurance regulations, and compliance standards, often supported by FINRA or state insurance licenses. Familiarity with suitability review software, CRM systems, and regulatory databases is highly beneficial. Critical thinking, attention to detail, and clear communication skills are essential soft skills for evaluating client needs and collaborating with advisors. These abilities are crucial to ensure clients receive appropriate products while the company remains compliant with industry regulations.

Is selling annuities a good job?

Selling annuities is a sales-oriented role that requires strong communication skills, knowledge of financial products, and often a license such as the Series 6 or 7. It can be financially rewarding through commissions but also involves regulatory compliance and building client relationships, making it suitable for individuals interested in finance and sales. Success depends on individual effort, market conditions, and professional certifications.
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Annuity Suitability jobs near you
Infographic showing various Annuity Suitability job openings in the United States as of August 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 55% In-person, 17% Hybrid, and 28% Remote job distribution, with an average salary of $71,437 per year, or $34.3 per hour.

Annuity Suitability Review Consultant

Revol One Financial

Urbandale, IA • Hybrid

Full-time

Re-posted 12 hours ago

Job description

Location: Hybrid

Company Introduction

At Revol One Financial® we offer a unique and exciting opportunity be on the ground floor of a startup that will upend the industry by being a refreshingly straight forward insurance company. Do you like to make quick decisions? Influence projects and outcomes? Be empowered to make decisions? We work differently and have a collaborative, fun, casual culture with none of the entanglements and roadblocks of a typical corporate environment. As an Annuity Suitability Review Consultant of Revol One Financial, you will have the chance to mold & shape a critical area of Operations, work closely with leadership, work on numerous cross- function projects and wear multiple hats, all of which will be an excellent learning experience and provide opportunities for significant professional growth.

Revol One Mission & Core Values

Our Mission is to revolution how people feel, think and experience retirement solutions.

Our Core Values

  • Lead with Trust & Integrity – We walk the talk. Living with integrity means our actions always match our words.

  • Treat others with Respect & Humility – We value every individual. We respect and care for each fostering a supportive and empathetic workplace culture.

  • Always be Genuine, Honest & Transparent – We know what we are and what we are not. We let honesty and transparency guide our decisions and actions, ensuring we stay true to who we are.

  • Own Your Entrepreneurial Spirit – Everyone acts like an entrepreneur. We take initiative, own our actions, and drive innovation.

  • Embrace Fun & Flexibility – Agility and positivity defines us. We embrace the fun in everything we do staying nimble and enthusiastic.

  • We are One Revol One Financial – We Can, and we Will succeed together. We face challenges head on with determination and commitment, confident in our ability to succeed.

Annuity Suitability Review Consultant

The Annuity Suitability Review Consultant will own all aspects of our Suitability process, including process design, factor calculation, exception handling, agent and customer communication, statistical tracking and reporting, and working with our Director of Operations & Chief Compliance Officer to handle all regulatory inquiries and reporting.? The role will also include working closely with other operational functions of agent onboarding, commissions, new business, post