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Annuity Jobs (NOW HIRING)

Foresters Financial

AVP, Annuity Pricing

Career Opportunity Role Title AVP, Annuity Pricing Purpose of role This role is responsible for leading the pricing, product development support, and profitability management of the company's annuity ...

W3Global Inc.

Pension and Annuity Supervisor

Honolulu, HI · On-site

$65K - $70K/yr

Oversee Pension & Annuity department operations and workflow to ensure efficient and accurate service delivery. * Supervise, coach, and develop a team of five staff members. * Ensure timely and ...

Foresters Financial Services

AVP, Annuity Pricing

Career OpportunityRole TitleAVP, Annuity PricingPurpose of roleThis role is responsible for leading the pricing, product development support, and profitability management of the company's annuity ...

Pacificlife

Annuity Marketing Strategist

Omaha, NE · On-site

As an Annuity Marketing Strategist, you'll move Pacific Life, and your career, forward by driving the Consumer Markets Division's growth and long-term success. You will lead the development and go-to ...

Advisors Excel

Annuity Operations Associate

Topeka, KS · On-site

Annuity Operations Associate Department: Annuity Operations Reporting to: Annuity Operations Manager Location: Topeka, KS - Onsite Overview: Are you someone that loves detail-oriented work? Our ...

SynergisticIT

Annuity Claims Specialist -Remote

$40 - $45/hr

Annuity Claims Specialist responsibilities include the following: - Contestable claims review will require an evaluation of the cause of death and validating that there was no material ...

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Annuity information

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$42.5K

$142.1K

$254.5K

How much do annuity jobs pay per year?

As of Sep 9, 2026, the average yearly pay for annuity in the United States is $142,106.00, according to ZipRecruiter salary data. Most workers in this role earn between $104,500.00 and $163,000.00 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.
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Annuity jobs near you
Infographic showing various Annuity job openings in the United States as of September 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 83% Physical, 5% Hybrid, and 12% Remote job distribution, with an average salary of $142,106 per year, or $68.3 per hour.

Annuity Claims Specialist -Remote

Charlotte, NC • Remote

Synergistic Systems Inc
See more jobs at Synergistic Systems Incexternal

$40 - $45/hr

Full-time

Re-posted 3 days ago

Job description

Our client, a major Life Insurance carrier is seeking an Annuity Claims Specialist for a long term (2 year minimum) contract position.  This job can be worked remotely.   
The Annuity Claims Specialist will review contestable death claims related to annuities and evaluate Medical Information Bureau (MIB) inquiries for an existing book of business.  
Annuity Claims Specialist responsibilities include the following:
- Contestable claims review will require an evaluation of the cause of death and validating that there was no material misrepresentation with the original health history that was used at the time of the policy issue, or that was provided during a reinstatement that required medical underwriting. 
- Policy reinstatement requests will include evaluating client responses to medical questions, medical examinations, lab work, or review of physician’s records to complete the underwriting risk evaluation to determine whether a lapsed policy should be placed back in force. Use of Swiss Re manual for risk assessment.  Run manual MIB for all reinstatement requests and report MIB codes
- MIB inquiries: Medical Information Bureau may request member firms to validate prior medical condition reports made on individual annuity applicants.
- Business Process: Claims and reinstatement inquiries are received at insurance carrier administrative offices and are routed to an underwriting queue for review and evaluation.  MIB inquiries will be sent via secure email for review and response.
Requirements:
- Ideally, candidates should have good product knowledge of annuities and life insurance.  
- Strong verbal and written communication skills, ability to multitask, and logic is preferred. 
- Claims and or underwriting background is preferred.
- Candidates should have an investigative mindset.  Determined to seek answers if something does not make sense.
- Will use multiple proprietary systems top process claims, so ability to learn new systems quickly is critical.
- Solid experience with MS Office products.
- At least 4 years of Annuity Claims experience.
- Candidates with strong Life Insurance Death Claims experience will be considered.
- Works well independently or with minimal supervision 
- Certified Annuity Specialist (CAS), Life and Annuity Certified Professional (LACP) or Certified Annuity Advisor (CAA) certifications, courses or designations are a big plus.  
- A bachelor’s degree or equivalent combination of education/experience.
- Nice to have : Experience with the Resonant underwriting platform.