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Annuity Jobs in Springfield, MA (NOW HIRING)

Nassau

Analyst - Actuarial

Hartford, CT · On-site

Candidates will participate in a personalized 12 to 24-month rotation program and gain exposure to life, annuity and accident and health products in a variety of roles including: product development ...

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All JobsAnnuity JobsAnnuity Jobs in Springfield, MA

Annuity information

See Springfield, MA salary details

$41.4K

$138.3K

$247.7K

How much do annuity jobs pay per year?

As of Aug 9, 2026, the average yearly pay for annuity in Springfield, MA is $138,309.00, according to ZipRecruiter salary data. Most workers in this role earn between $101,700.00 and $158,600.00 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 licensing or certifications. It can offer commission-based income and opportunities for career growth in the financial services industry.
What are popular job titles related to Annuity jobs in Springfield, MA? For Annuity jobs in Springfield, MA, the most frequently searched job titles are:
What job categories do people searching Annuity jobs in Springfield, MA look for? The top searched job categories for Annuity jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Annuity jobs? Cities near Springfield, MA with the most Annuity job openings:
Annuity jobs near you
Infographic showing various Annuity job openings in Springfield, MA as of August 2026, with employment types broken down into 92% Full Time, 7% Part Time, and 1% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $138,309 per year, or $66.5 per hour.

Financial Advisor

Grenier Financial Services

Springfield, MA • On-site

$90K - $120K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 8 days ago

Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Opportunity for advancement
  • Paid time off
  • Training & development

This role is also commonly known as a Financial Planner or Wealth Advisor.
About Us
 
We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage investments, plan for education, and navigate estate planning with clarity and confidence. Our firm is growing, and we are seeking a Financial Advisor / Financial Planner who is committed to exceptional client care and long-term relationship building.
 
Position Summary
 
The Financial Advisor will serve as a primary advisor for client relationships and support all aspects of financial planning, investment strategy, and ongoing client service. This role includes developing comprehensive financial plans, presenting recommendations, managing client onboarding, and collaborating with the firm’s principal on investment strategy and planning methodology.
 
This is an on-site, professional role with opportunities for growth, increased responsibility, and long-term career development.
  
Who We Are
 
Our firm is built on deep listening, thoughtful guidance, and long-term relationships. We believe financial planning is not just about numbers — it’s about people, their stories, and the futures they envision. We take pride in creating a client experience rooted in clarity, care, and trust. We’re looking for an advisor who shares these values and sees financial planning as a meaningful partnership.
 
Key Responsibilities
 
Client Engagement & Relationship Management

  • Serve as the primary advisor for assigned clients
  • Conduct discovery meetings, annual reviews, and ongoing check-ins
  • Provide guidance through major financial transitions (retirement, career changes, inheritance, education planning)
  • Deliver a consistent, high-quality client experience aligned with firm standards
  • Manage client onboarding, documentation, and follow-up communication

Financial Planning & Analysis
 
  • Gather and analyze client financial data
  • Develop comprehensive financial plans using financial planning software (RightCapital, eMoney, MoneyGuidePro)
  • Prepare and present planning recommendations in clear, actionable formats
  • Conduct retirement planning, cash flow analysis, risk tolerance assessments, and asset allocation reviews
  • Update plans based on life changes, market conditions, or regulatory updates
 
Investment Strategy & Portfolio Support
  • Support investment management activities in collaboration with the principal
  • Review portfolio allocations, performance reports, and investment recommendations
  • Assist with research, due diligence, and investment strategy alignment
  • Ensure client portfolios reflect firm philosophy and risk tolerance
 
Team Collaboration & Leadership
 
  • Work closely with the principal to ensure consistent messaging and planning methodology
  • Mentor and train team members in financial planning processes
  • Support process improvement, planning operations, and workflow optimization
 
Business Development
 
  • Engage prospective clients through outreach, discovery conversations, and timely follow-up
  • Build relationships with clients, CPAs, attorneys, and community partners
  • Identify referral opportunities and contribute to firm growth initiatives
  • Represent the firm professionally at networking events and community engagements
 
Compliance & Documentation
 
  • Maintain accurate, compliant client records (electronic and physical)
  • Ensure adherence to FINRA, SEC, and state regulatory requirements
  • Uphold confidentiality, integrity, and professional standards
 
How We Work
 
We are a collaborative, people-centered team. We value maturity of judgment, emotional intelligence, and the ability to meet clients where they are. Our advisors listen deeply, communicate clearly, and help clients navigate both opportunities and challenges with steadiness and professionalism. We believe strong relationships build strong businesses — and we invest in those relationships every day.
 
Qualifications
 
Required
 
  • Series 7 license
  • Professional client-facing experience
  • Strong analytical and communication skills
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • Ability to maintain confidentiality and attention to detail
  • Ability to work on-site in Springfield, MA

Preferred
 
  • Experience in financial planning, wealth management, or advisory services
  • Experience with financial planning software (RightCapital, eMoney, MoneyGuidePro)
  • State health, life, disability, and variable annuity licenses
  • CFP® designation
  • Bachelor’s degree in finance, business, economics, or related field
 
Compensation & Benefits
 
  • Salary range: $90,000–$120,000, based on experience and qualifications
  • 401(k) plan
  • Paid time off and holidays
  • Professional development and career advancement opportunities
  • Collaborative, supportive work environment
  • Half-day Fridays in the summer (remote)
 
Schedule & Location
 
  • Full-time, on-site
  • Springfield, MA
  • Monday–Friday, 9:00 AM–5:00 PM
  • Business professional dress code
 
How to Apply
 
Please submit your resume, cover letter, and contact information (email and phone). Selected candidates will be contacted for a virtual interview.
 
Joining our team is a mutual investment. We are committed to supporting your growth, encouraging continuous learning, and providing opportunities for increased responsibility as you demonstrate initiative and alignment with our mission. If you are someone who values meaningful client relationships, thoughtful planning, and a collaborative environment, we would love to meet you.