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Assistant Annuity Sales Jobs (NOW HIRING)

FIRST MERCHANTS

Financial Advisor

Muncie, IN · On-site

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan ... A minimum of three (3) years of securities sales, annuity sales or related experience. * Valid ...

New York Life

Annuity New Business Representative

$41K - $58K/yr

... functions. Assist team members on a daily basis to complete unfinished work in order to meet ... Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not ...

FIRST MERCHANTS

Financial Advisor

Merrillville, IN · On-site

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan ... A minimum of three (3) years of securities sales, annuity sales or related experience. * Valid ...

First Merchants Bank

Financial Advisor

Merrillville, IN · On-site

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan ... A minimum of three (3) years of securities sales, annuity sales or related experience. * Valid ...

First Merchant's Bank

Financial Advisor

Bloomfield, MI · On-site

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan ... A minimum of three (3) years of securities sales, annuity sales or related experience. * Valid ...

First Merchants Bank

Financial Advisor

Merrillville, IN · On-site

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan ... A minimum of three (3) years of securities sales, annuity sales or related experience. * Valid ...

FIRST MERCHANTS

Financial Advisor

Bloomfield Hills, MI · On-site

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan ... A minimum of three (3) years of securities sales, annuity sales or related experience. * Valid ...

First Merchant's Bank

Financial Advisor

Muncie, IN · On-site

Respond timely to client and prospect requests. * Assist in the development of an annual sales plan ... A minimum of three (3) years of securities sales, annuity sales or related experience. * Valid ...

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Assistant Annuity Sales information

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$11

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How much do assistant annuity sales jobs pay per hour?

As of Sep 3, 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.

Is selling assistant annuity sales a good job?

Assistant annuity sales involves supporting financial advisors or agents in selling annuity products, requiring knowledge of insurance and financial regulations. The role can offer commission-based income and client interaction but often requires licensing and sales skills. Job satisfaction depends on individual performance and the work environment.

What cities are hiring for Assistant Annuity Sales jobs?

Cities with the most Assistant Annuity Sales job openings:

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

The most popular types of Annuity Sales jobs are:

What states have the most Assistant Annuity Sales jobs?

States with the most job openings for Assistant Annuity Sales jobs include:

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 81% Full Time, 18% Part Time, and 1% Contract. Highlights an 77% Physical, 1% Hybrid, and 22% Remote job distribution, with an average salary of $44,098 per year, or $21.2 per hour.

Financial Advisor

FIRST MERCHANTS

Muncie, IN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 12 days ago

First Merchants Bank rating

7.8

Company rating: 7.8 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

88th of 174 rated banks

Job description

First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. Expand client relationships by emphasizing the origination of new business, expanding current business and providing excellent product delivery and service. Recommendations made are consistent with the company’s mission statement utilizing an explicit standard of care focusing on the clients best interests.

Essential Duties and Responsibilities:

  1. Coordinate sales appointments, make presentations and complete all necessary paperwork on successful sales; including the deposits into the designated broker/dealer sweep account. 
  2. Initiate paperwork involving cancellations, surrenders and/or partial withdrawals.
  3. Maintain effective relationships with financial institution branch personnel in assigned territory; includes facilitating meetings, answering questions and leading training efforts with branch personnel as needed.
  4. Meet activity and production goas as established; includes develop within existing book of business.
  5. Continuously work to establish and enhance existing customer and business referral relationships.
  6. Provide a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through financial planning services.
  7. Comply with all the rules, regulations and policies of the designated broker/dealer, all state and federal securities regulators and self-regulatory organizations.
  8. Respond timely to client and prospect requests.
  9. Assist in the development of an annual sales plan.
  10. Collaborate with clients to review personal financial goals and provide consultation on investment portfolio.
  11. Process security transactions through the designated broker/dealer as requested by clients.
  12. Maintain proper documentation, paperwork and files as required. Comply with applicable laws and regulations and maintain various compliance files; including advertising, complaints and correspondences.
  13. Participate in civic activities to promote growth and development in the community and a positive image for the bank.
  14. Participate in special projects and perform other responsibilities as required.

To be successful in this position, we require the following: 

  • High School diploma or equivalent (GED).
  • A minimum of three (3) years of securities sales, annuity sales or related experience.
  • Valid driver’s license.
  • Series 7, Series 63 and 65 or Series 66 licenses as well as an applicable state insurance license.

The following would be a plus:

  • Bachelor’s degree in finance, accounting or a related banking field.
  • Willingness to seek and obtain professional designations including but not limited to CFP, CFA, CIMA, AIF, CRC, or CWS.

First Merchants offers the following:

  • Base Pay PLUS Bonuses
  • Medical, Dental and Vision Insurance
  • 401k
  • Health Savings and Flexible Spending Accounts
  • Vacation/Sick Time
  • Paid Holidays
  • Paid Parental Leave
  • Tuition Reimbursement
  • Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!

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