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Annuity information

See Texas salary details

$39.6K

$132.4K

$237.1K

How much do annuity jobs pay per year?

As of Aug 28, 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 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $132,394 per year, or $63.7 per hour.

Regional Annuity Specialist

Charles Schwab Corporation

Westlake, TX • On-site

$90 - $120/hr

Other

Medical, Life

This job post has expired 4 days ago. Applications are no longer accepted.

Job description

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Innovative thinking and client‑focused service come together as we challenge the status quo and help clients take charge of their financial futures.


Charles Schwab Insurance Services (CSIS) supports the insurance and annuity needs of millions of individual investors and thousands of Registered Investment Advisors. CSIS is responsible for annuity and insurance product management, distribution support, partner oversight, and the platforms and tools that enable these services.


As a Regional Annuity Specialist, you will serve as a key resource for financial consultants, providing specialized knowledge and expertise on annuity products and solutions. Your role is to help clients achieve their retirement and income goals by delivering guidance on annuities as part of a broader wealth management strategy. You will work closely with Schwab’s advisors, clients, and internal partners to deepen client relationships and enhance Schwab’s reputation as a trusted financial institution.


What You Have


Required Qualifications (skills assessed during the interview):



  • Product Expertise – The role centers on serving as a subject matter expert on annuity products, requiring deep product expertise to provide credible, specialized guidance to advisors and clients. It also directly supports clients’ retirement and income goals, making it essential to frame annuity recommendations within a broader retirement strategy rather than as standalone solutions.

  • Cross-Functional collaboration – The role includes educating and coaching financial consultants on annuity solutions, requiring the ability to transfer knowledge and build capability beyond individual advisory work. It also demands strong cross-functional collaboration, partnering with product development, operations, and wealth specialists to ensure solutions remain aligned, accurate, and up to date.

  • Client Relationship Management – The role requires effectively communicating complex financial concepts by simplifying product features and educating both consultants and clients, ensuring clarity in guidance. It is also deeply client‑centric, focused on aligning solutions to client retirement and income goals while strengthening relationships. Success depends on building trust and continuity in client interactions, enabling tailored recommendations that enhance both the client experience and advisor effectiveness.

  • Organization – The role calls for being self‑motivated, organized, and able to manage multiple priorities in a fast‑paced environment. This skill matters because the role spans advisor support, client engagement, product alignment, and internal collaboration simultaneously.


What you have

Additional Requirements



  • Active FINRA Series 6 or 7 license

  • Active FINRA Series 63 license (or equivalent)


Preferred Qualifications



  • Life & Health Insurance License

    • May be obtained within the first 120 days



  • Advanced degrees or certifications including CFP®, CFA®, ChFC®


In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.We believe in the importance of in‑office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

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