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Annuity Suitability Jobs (NOW HIRING)

True North Recruiters

Annuity Sales

Modesto, CA · On-site

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Fort Collins, CO

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Concord, VT · On-site

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

San Antonio, TX · On-site

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Milwaukee, WI · On-site

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Las Vegas, NV

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Albuquerque, NM

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Shreveport, LA

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Tampa, FL · On-site

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Manchester, VT · On-site

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Winston Salem, NC · On-site

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Sealy, TX · On-site

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Winston Salem, NC · On-site

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Reno, NV · On-site

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Chicago, IL · On-site

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Boston, MA

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Franklin, TN · On-site

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Spokane, WA · On-site

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

True North Recruiters

Annuity Sales

Detroit, MI · On-site

$50K - $150K/yr

Completion of state-mandated Annuity Suitability training or certification * 2-3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred) * Demonstrated success in sales and ...

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Annuity Suitability information

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$43.5K

$71.4K

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How much do annuity suitability jobs pay per year?

As of Jun 11, 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 are the key skills and qualifications needed to thrive in the 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.

What is an Annuity Suitability job?

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.

More about Annuity Suitability jobs
What cities are hiring for Annuity Suitability jobs? Cities with the most Annuity Suitability job openings:
What states have the most Annuity Suitability jobs? States with the most job openings for Annuity Suitability jobs include:
What job categories do people searching Annuity Suitability jobs look for? The top searched job categories for Annuity Suitability jobs are:
Annuity Suitability jobs near you
Infographic showing various Annuity Suitability job openings in the United States as of June 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 71% In-person, and 29% Remote job distribution, with an average salary of $71,437 per year, or $34.3 per hour.

Annuity Sales

True North Recruiters

Modesto, CA • On-site

$50K - $150K/yr

Full-time

Posted 17 days ago

Job description

Summary
This role offers a unique opportunity to make a meaningful impact by guiding individuals through one of the most critical financial decisions of their lives—securing retirement with annuities. As a commission-only, independent professional, you’ll serve as a trusted advisor to customers actively seeking financial clarity and long-term peace of mind. You’ll work directly with motivated prospects and collaborate with life insurance agents nationwide, leveraging a cutting-edge digital platform to deliver transparent, personalized solutions. This is more than a sales role—it’s a chance to shape the future of annuity distribution, build a flexible career on your own terms, and grow within a supportive, innovation-driven environment that values independence, mentorship, and performance.

Responsibilities
  • Engage prospective customers through inbound and outbound calls, email, and SMS
  • Educate clients on annuity products, processes, and the broader financial landscape in clear, accessible language
  • Conduct in-depth discovery sessions to uncover individual financial goals and tailor solutions accordingly
  • Build trust and long-term relationships that drive conversion and customer retention
  • Serve as a key feedback partner to Product and Engineering teams by identifying pain points and suggesting improvements
  • Manage a dynamic pipeline with consistent follow-up across all stages of the customer journey
  • Collaborate on refining sales scripts, outreach strategies, and workflow optimizations for a rapidly growing product category
  • Generate referrals through exceptional service and a customer-first mindset

Requirements
Requirements:
  • Active Life and Health Insurance License (required)
  • Completion of state-mandated Annuity Suitability training or certification
  • 2–3 years of proven annuity sales experience (Fixed, Fixed-Index, or MYGA preferred)
  • Demonstrated success in sales and expert-level objection handling
  • Exceptional multitasking, prioritization, and time management skills
  • Ability to identify client challenges and deliver tailored, value-driven solutions
  • Adaptability and resilience in a fast-paced, evolving environment
  • Strong verbal communication skills and a confident, professional phone presence
  • High drive to succeed and a commitment to delivering outstanding customer experiences
  • Quick learner with disciplined organization and self-motivation
This is a 1099 commission-only, fully independent position. You set your own schedule, work from anywhere, and earn based on performance.

About Taubman Financial Management (TFM)
Taubman Financial Management is a leading provider of annuities and life insurance, powered by a technology platform designed to transform how retirement and protection solutions are accessed and delivered. Our three-sided digital ecosystem connects consumers, agents, and top-tier carriers—enabling instant product access, seamless underwriting, and a frictionless experience for all. We’re redefining the industry by putting people first, empowering agents at scale, and building tools that support smarter, more confident decision-making.

If you’re driven by purpose, independence, and the chance to grow in a forward-thinking organization, we welcome your application—even if you don’t meet every requirement. Passion, potential, and performance matters most.