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Annuity Jobs in Texas (NOW HIRING)

WTW

Licensed Insurance and Annuity Broker

Richardson, TX · On-site

$90 - $120/hr

Clearly explain insurance annuity product features, options, and pricing to ensure clients make informed decisions * Support clients throughout the policy lifecycle, including applications ...

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All JobsAnnuity JobsAnnuity Jobs in Texas

Annuity information

See Texas salary details

$39.6K

$132.4K

$237.1K

How much do annuity jobs pay per year?

As of Sep 5, 2026, the average yearly pay for annuity in Texas is $132,394.00, according to ZipRecruiter salary data. Most workers in this role earn between $97,400.00 and $151,900.00 per year, depending on experience, location, and employer.

What is an annuity?

An Annuity job typically involves working with financial products designed to provide a steady income stream, often for retirees. Professionals in this field may sell, manage, or advise clients on annuity products offered by insurance companies or financial institutions. Responsibilities can include explaining different types of annuities, assessing client needs, and ensuring compliance with regulations. Roles in this area may include financial advisors, annuity specialists, or customer service representatives handling annuity policies.

What are common daily responsibilities for an annuity specialist?

Annuity Specialists typically spend their days consulting with clients to assess financial needs, explaining annuity products, and preparing tailored proposals. They manage application processes, ensure compliance with industry regulations, and collaborate with internal teams such as underwriters and customer service representatives. Additionally, they stay updated on new financial products and market trends to provide accurate advice. This role blends direct client interaction with behind-the-scenes analysis and coordination to ensure clients receive the best annuity solutions for their goals.

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

To succeed as an Annuity Specialist, you need strong analytical skills, a solid understanding of financial products, and relevant qualifications such as a degree in finance or related fields, often supported by insurance licenses. Experience with CRM software, financial planning tools, and regulatory compliance systems is typically required. Exceptional communication, customer service, and problem-solving abilities set top performers apart in this role. These competencies are essential for building client trust, accurately advising on annuity options, and ensuring all regulatory requirements are met.

Is selling annuities a good job?

Selling annuities is a sales-oriented role that involves explaining financial products to clients and meeting sales targets. Success in this job often requires strong communication skills, financial knowledge, and relevant licenses such as a life insurance license. Compensation can include commissions and bonuses, but income varies based on sales performance and market conditions.

What are the most commonly searched types of Annuity jobs in Texas?

The most popular types of Annuity jobs in Texas are:

What are popular job titles related to Annuity jobs in Texas?

For Annuity jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Annuity jobs in Texas look for?

The top searched job categories for Annuity jobs in Texas are:

What cities in Texas are hiring for Annuity jobs?

Cities in Texas with the most Annuity job openings:

Annuity jobs near you
Infographic showing various Annuity job openings in Texas as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $132,394 per year, or $63.7 per hour.

Annuity Specialist

Frontline Source Group - Nationwide Staffing & Executive Search

The Woodlands, TX • On-site

Other

Posted 9 days ago

Job description

Policy Services Specialist

Our client located in The Woodlands, Texas is in need of a Annuity Policy Services Specialist. This is an onsite contract-to-hire opportunity.


Company Profile

A well-established estate planning and insurance services organization specializing in annuities, life insurance products, and retirement planning solutions. They provide personalized service to clients throughout the policy lifecycle and are seeking a detail-oriented professional to support their growing operations.


Annuity Policy Services Specialist Role

Work directly with Agents to prepare, process, and submit annuity applications

Handle correspondence and communications with insurance carriers

Assist clients with policy service requests including: Death claims, Required Minimum Distributions (RMDs), Beneficiary changes, Withdrawals, and other policy servicing needs

Monitor pending business and proactively follow up on outstanding client and carrier requests

Maintain accurate customer files and policy records

Keep Accounting informed regarding the processing and issuance of annuity applications

Prepare and submit weekly reports detailing pending business activity and annuity application status updates

Maintain and update client databases and records

Compile and maintain current client lists

Manage schedules and coordinate client appointments for Agents as needed

Build and maintain professional relationships with clients through ongoing communication and support

Utilize Salesforce, Firelight, and other insurance agency systems to process and upload applications

Perform additional administrative and operational duties as assigned

Assist with occasional client appreciation and marketing events held outside normal business hours

Support event setup, attendee registration, appointment scheduling, and administrative functions during company-sponsored seminars and movie events

Participate in approximately 1-2 evening marketing events per month as business needs require, these events can last till 9 pm.


Annuity Policy Services Specialist Background Profile

High school diploma or equivalent required

Minimum of 3 years of annuity processing experience required

Strong knowledge of annuity and life insurance products required

Experience communicating directly with clients and agencies required

Experience utilizing Salesforce, Firelight, or similar insurance processing platforms preferred

Strong proficiency with Microsoft Office Suite, including Excel required

Ability to manage multiple priorities while meeting deadlines

Strong attention to detail and organizational skills

Ability to work effectively in a fast-paced environment with competing priorities

Professional communication and relationship-building skills

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