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Assistant Annuity Broker Jobs (NOW HIRING)

Hancock Whitney Bank

Investment Assistant

Whitney, MS · On-site

Responsible for money transfers between Hancock Whitney Bank and Brokerage accounts * Research ... Must currently possess Life and Health Insurance License - fixed annuity and variable annuity and ...

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Assistant Annuity Broker information

What is the difference between Assistant Annuity Broker vs Insurance Sales Agent?

AspectAssistant Annuity BrokerInsurance Sales Agent
CredentialsLicenses for annuities, securities, and broker licensingInsurance license for specific insurance products
Work EnvironmentFinancial firms, brokerage offices, client consultationsInsurance agencies, direct client sales, retail settings
Industry UsageFinancial planning, retirement planningProperty & casualty, life insurance, health insurance
Job FocusAssisting with annuity products, client support, complianceSelling insurance policies, client acquisition, policy explanation

While both roles involve client interaction and licensing, Assistant Annuity Brokers focus on annuity products within financial planning, whereas Insurance Sales Agents primarily sell various insurance policies. The roles differ in licensing requirements, work environment, and industry focus, making each suited to different career paths within financial and insurance sectors.

How much do assistant annuity brokers make?

Assistant annuity brokers typically earn between $40,000 and $60,000 annually, depending on experience, location, and the employer. They often work under the supervision of senior brokers and may need licensing or certification to perform their duties.

Is selling annuities a good job?

Assistant annuity brokers sell financial products that provide income streams for clients, often requiring licensing and sales skills. The job can be financially rewarding with commission-based pay, but success depends on sales ability, market conditions, and regulatory compliance. It often involves client consultations and ongoing relationship management.

What does an assistant annuity broker do?

An assistant annuity broker supports licensed brokers by preparing documents, gathering client information, and helping with policy applications related to annuities. They often handle administrative tasks, communicate with clients, and use financial software to assist in the sales process. This role requires attention to detail and knowledge of insurance products and regulations.
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Assistant Annuity Broker jobs near you
Infographic showing various Assistant Annuity Broker job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Annuity Specialist

Chesterfield, MO • On-site

Synergy Wealth Solutions
Finance and Insurance • 51 - 200 employees
Learn more about Synergy Wealth Solutionsexternal

$100K/yr

Full-time

Medical, Life, Retirement

Posted 27 days ago

Job description

Join Synergy Wealth Solutions as Our Annuity Specialist

At Synergy Wealth Solutions, we believe advisors should never have to build their practices alone.

Our specialist team helps advisors better serve clients, grow their businesses, and deliver more comprehensive planning solutions. The Annuity Specialist serves as the firm's subject matter expert on annuity products and retirement income strategies, partnering with advisors to identify opportunities, design solutions, support client cases, and drive business growth.

What You'll Do:
  • Serve as the firm's annuity expert across Fixed, Indexed, Income, Variable, and RILA products.
  • Consult with advisors on product selection, retirement income planning, and case design.
  • Provide technical expertise, sales support, illustrations, and proposal development.
  • Assist with annuity applications, case management, and placement support.
  • Deliver training, product updates, and market insights to advisors and staff.
  • Partner with Operations, Compliance, wholesalers, and carrier partners to ensure a smooth business process.
  • Help increase advisor utilization of annuity solutions and drive firm-wide production growth.
What Success Looks Like:
  • Become a trusted resource for advisors throughout the organization.
  • Increase annuity and retirement income planning activity across the firm.
  • Improve case placement efficiency and advisor experience.
  • Contribute to growth in Tier 1 annuity production and LADL FYC metrics.
Qualifications:

Required

  • Active Life & Health Insurance License
  • 3+ years of experience in annuities, insurance, retirement planning, or financial services
  • Strong understanding of annuity products and retirement income concepts
  • Excellent communication and relationship-building skills

Preferred

  • FINRA registrations (Series 6, 7, 63, and/or 66)
  • Experience supporting financial advisors in a consultative role
  • Experience within an independent advisory, broker-dealer, or insurance organization
Why Join Synergy?

At Synergy, specialists are strategic partners who directly impact advisor success, client outcomes, and firm growth. You'll work alongside advisors to help deliver better retirement outcomes while contributing to a collaborative, growth-oriented culture.