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Annuity Jobs in Boca Raton, FL (NOW HIRING)

Aon

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance * Assist with Separately Managed Account and subdocument processing, including client ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance * Assist with Separately Managed Account and subdocument processing, including client ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance * Assist with Separately Managed Account and subdocument processing, including client ...

Aon

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance * Assist with Separately Managed Account and subdocument processing, including client ...

NFP Corp

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance * Assist with Separately Managed Account and subdocument processing, including client ...

DRB Capital, LLC

General Counsel

Boca Raton, FL · On-site

About this position About DRB Capital DRB Capital is one of America's most trusted purchasers of structured settlement and annuity payments. With decades of industry experience, we help individuals ...

NFP

Associate, Client Service

Boca Raton, FL · On-site

$13.75 - $19/hr

Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance * Assist with Separately Managed Account and subdocument processing, including client ...

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Showing results 21-40

All JobsAnnuity JobsAnnuity Jobs in Boca Raton, FL

Annuity information

See Boca Raton, FL salary details

$40.2K

$134.4K

$240.8K

How much do annuity jobs pay per year?

As of Sep 11, 2026, the average yearly pay for annuity in Boca Raton, FL is $134,448.00, according to ZipRecruiter salary data. Most workers in this role earn between $98,900.00 and $154,200.00 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 Boca Raton, FL?

The most popular types of Annuity jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Annuity jobs?

Cities near Boca Raton, FL with the most Annuity job openings:

Annuity jobs near you
Infographic showing various Annuity job openings in Boca Raton, FL as of September 2026, with employment types broken down into 83% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 82% Physical, 6% Hybrid, and 12% Remote job distribution, with an average salary of $134,448 per year, or $64.6 per hour.

Employee Benefits Coordinator

Fort Lauderdale, FL • On-site

Brown & Brown Insurance
See more jobs at Brown & Brown Insuranceexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Key responsibilities

  • Support business relationships with clients by providing customer service and follow-up on service issues such as claims, billing, eligibility, and enrollment.

  • Assist in the implementation and renewal of health and welfare programs, including managing renewal timelines and coordinating open enrollment activities.

  • Maintain account files, verify enrollment paperwork and billing accuracy, and produce open enrollment materials.

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking an Employee Benefits Coordinator to join our growing team in Fort Lauderdale, FL!

The primary responsibility of this position is to support business relationships with an assigned group of clients by providing customer service and follow-up. This individual will work closely with Account Executives, Producers, Marketing Reps, and other Brown and Brown team members to service clients and support the implementation and renewal of health and welfare programs.

How You Will Contribute:

  • Ensure overall client satisfaction by providing timely resolution and follow up of service issues that may arise including claims, billing, eligibility, enrollment, etc.; Document all client inquiries and service issues.

  • Work under the direction of Account Executives to assist in the fulfillment of client needs.

  • Follow the renewal calendar and proactively manage timeline for renewal activity, presentation and plan implementation as set by company policy as well as vendor deadlines; this includes census requests.

  • Develop and maintain solid relationships with vendors, as well as internal teammates.

  • Produce open enrollment materials and benefit handouts.

  • Maintain account files and ensure that documents are placed into appropriate sections for Quality Control (QC) guidelines; complete the Quality Control checklist.

  • Coordinate open enrollment paperwork submission; verify paperwork and enrollment forms are submitted correctly, verify post enrollment selection and billing for accuracy.

  • Support clients in attaining compliance with governmental requirements by staying informed of new legislation and participating in available training.

  • Complete the Marketing checklist with the Account Executive.

  • Review policies, benefit summaries, SPD's, forms, and rates for accuracy.

Licenses and Certifications:

  • FL 2-15 Life, Health, and Annuity License (or within ninety (90) days of employment).

  • CEBS designation (preferred)

Skills & Experience to Be Successful:

  • High School Degree or GED.

  • College Degree (preferred)

  • Proficient in MS Excel and Word.

  • Knowledge of Group Benefit Plans and experience in health and welfare.

  • 1-2 years Insurance Agency, Insurance Carrier or Human Resources experience is (preferred)

  • MS Power Point is a plus.

  • Ability to speak, read and/or write in Spanish a plus

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
  • Mental Health & Wellness: Free Mental Health &Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".

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