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Assistant Annuity Sales Jobs (NOW HIRING)

Group1001

Hybrid Wholesaler

Zionsville, IN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

The Hybrid Wholesaler is designed to help drive sales growth of Delaware Life annuity products and ... Collaborate, when necessary, with the Internal Sales Team to assist in driving sales results.

Foresters Financial

National Sales Specialist

Active Life & Annuity license preferred but not required * Wholesaling or field development ... assist in attaining the Foresters' US objectives and sales goals The actual base salary for this ...

Synergy Wealth Solutions

Annuity Specialist

Chesterfield, MO · On-site

$100K/yr

  • Medical

  • Life

  • Retirement

Provide technical expertise, sales support, illustrations, and proposal development. * Assist with annuity applications, case management, and placement support. * Deliver training, product updates ...

Synergy Wealth Solutions

Annuity Specialist

Chesterfield, MO · On-site

$100K/yr

  • Medical

  • Life

  • Retirement

Provide technical expertise, sales support, illustrations, and proposal development. * Assist with annuity applications, case management, and placement support. * Deliver training, product updates ...

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Assistant Annuity Sales information

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How much do assistant annuity sales jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for assistant annuity sales in the United States is $21.20, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $23.56 per hour, depending on experience, location, and employer.

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

AspectAssistant Annuity SalesAssistant Insurance Sales
Required CertificationsLicenses for annuities, life insurance (if applicable)Life insurance license, health insurance license
Work EnvironmentFinancial institutions, insurance agenciesInsurance agencies, financial firms
Industry UsagePrimarily in retirement and investment planningProtection and risk management
Common Search IntentAssisting with annuity product sales and client supportSupporting insurance product sales and client service

Assistant Annuity Sales and Assistant Insurance Sales roles share similar environments and licensing requirements but focus on different financial products. The former specializes in retirement income solutions, while the latter deals with risk protection. Understanding these distinctions helps job seekers target the right roles in the financial services industry.

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What are the most commonly searched types of Annuity Sales jobs?

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Assistant Annuity Sales jobs near you
Infographic showing various Assistant Annuity Sales job openings in the United States as of August 2026, with employment types broken down into 78% Full Time, 21% Part Time, and 1% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $44,098 per year, or $21.2 per hour.

Annuity Case Designer, Highland Capital Brokerage

Advisor Group

Birmingham, AL • On-site

$55K - $63K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 4 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Operations Opportunity in Insurance Industry
Annuity Case Designer, Highland Capital Brokerage
Location(s): All Locations/ REMOTE
Role Type: Full time
Salary: $55,000 - $63,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
The Annuity Case Designer will work alongside the annuity sales teams in assisting financial professionals with annuity business. The role will be responsible for helping increase overall annuity sales. The incumbent must be able to work in a fast-paced environment and is able to adapt with change. This position could evolve into a full-time Regional Vice President in the future.
Education Requirements:
  • Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.
  • Life & Health Insurance License preferred

Responsibilities:
  • Provide pre-sales support to assigned annuity sales team that includes case design, running illustrations, summarizing annuity designs and concepts, current rates/caps, and assisting with electronic submission platforms
  • Complete annuity reviews by analyzing in-force policy data and making recommend changes or alternate plans to optimize performance of existing policies to generate new sales/revenue
  • Respond in a timely manner meeting company service levels for all service and solicitation requests
  • Have in-depth knowledge of various annuity products, including features, benefits, and pricing to effectively present them to financial professionals
  • Stay current on the competitive marketplace by participating in educational opportunities, attending webinars and any carrier offered strategies, talks, podcasts etc.
  • Answer overflow calls from the phone queue
  • Participate in email campaigns and webinars by following up on engaged prospects and writing financial professionals
  • Assist sales team by prospecting, setting appointments and follow up meetings
  • Log all activities (illustrations, calls, meetings, etc.) into Sales Force and store illustrations according to established protocols
  • Perform miscellaneous clerical duties, special projects, reporting, or by providing help wherever it's required

Basic Requirements:
  • Multi-carrier insurance product experience.
  • Excellent verbal and written communication skills to effectively present complex concepts
  • Ability to build strong, lasting relationships with producers/advisors through trust and rapport
  • Demonstrated experience with illustration software (e.g., Annuity Rate Watch, LUMA, Carrier Software).
  • High sense of urgency and ability to prioritize workload in a demanding environment.
  • Familiarity with Salesforce to manage activities, client information and leads

Preferred Requirements:
  • 3 or more years of sales/sales support experience in the annuity environment
  • Work towards completion of CLU or ChFC designations
  • Work towards completion of Series 6 and 63

Current Employees and Contractors Apply Here
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About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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