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Full Time Annuity Customer Service Jobs (NOW HIRING)

Ethos Life

Sales Development Representative, Annuities

$70K - $100K/yr

... customers exploring annuity products with Ethos. This is a junior, licensed role focused on qualifying leads and setting appointments for our full-time Annuity Sales Representatives - not closing ...

Americo

Customer Experience (CX) Associate

Saint Joseph, MO · On-site

$14 - $19.25/hr

Provide professional, courteous, and empathetic service to Americo life insurance and annuity customers through inbound phone, email, and written contacts. * Answer inquiries and process requests ...

Customer Service

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Servicing - Customer Care Specialist

Troy, MI · On-site

$16/hr

Strong customer service, problem-solving, and conflict resolution abilities. * Excellent ... Self-motivated with a positive attitude and strong work ethic. * Full-time, onsite attendance.

Ethos Life

Annuity Sales Representative

$70K - $400K/yr

About the role As a founding Member of the Annuity Sales team, your role is to confidently guide ... customer service #LI-Remote #LI-SG2 The US national base salary range for this full-time position ...

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How much do full time annuity customer service jobs pay per year?

As of Sep 12, 2026, the average yearly pay for full time annuity customer service in the United States is $57,998.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $70,000.00 per year, depending on experience, location, and employer.

What is the difference between Full Time Annuity Customer Service vs Full Time Retirement Plan Customer Service?

AspectFull Time Annuity Customer ServiceFull Time Retirement Plan Customer Service
CredentialsTypically requires insurance licenses and financial certificationsOften requires similar licenses and financial certifications
Work EnvironmentCall centers, financial institutions, insurance companiesFinancial institutions, insurance firms, retirement plan providers
Employer & IndustryInsurance companies, financial servicesRetirement plan providers, financial institutions
Job FocusAssisting clients with annuity products and inquiriesSupporting clients with retirement plans and related services

Both roles involve customer service in financial settings, requiring similar certifications and working environments. The main difference lies in the specific product focus: annuities versus retirement plans. Understanding these distinctions helps job seekers target the right position based on their expertise and career goals.

What cities are hiring for Full Time Annuity Customer Service jobs?

Cities with the most Full Time Annuity Customer Service job openings:

What are the most commonly searched types of Annuity Customer Service jobs?

The most popular types of Annuity Customer Service jobs are:

What are popular job titles related to Full Time Annuity Customer Service jobs?

For Full Time Annuity Customer Service jobs, the most frequently searched job titles are:

Full Time Annuity Customer Service jobs near you

Sales Development Representative, Annuities

Remote

Ethos Life
See more jobs at Ethos Lifeexternal

$70K - $100K/yr

Full-time

Posted 28 days ago

Job description

About the role

The Annuity SDR is the first point of contact for prospective customers exploring annuity products with Ethos. This is a junior, licensed role focused on qualifying leads and setting appointments for our full-time Annuity Sales Representatives - not closing business. Because you're licensed, you'll be able to speak knowledgeably about annuity basics and Ethos' offerings during the qualification conversation, without getting into full product recommendations or sales.

This role is also a growth path: strong performers who want to move into a full-time, commission-eligible Annuity Sales Rep seat will have the opportunity to advance, using this role to build product knowledge, phone skills, and a track record.

Duties and Responsibilities:

  • Engage inbound and outbound leads via calls, email, and SMS to qualify interest and fit for annuity products
  • Conduct discovery to understand a prospect's financial situation, goals, and timeline
  • Provide light, licensed-appropriate education on annuities and how Ethos' products work - enough to qualify and build trust, not to close
  • Set qualified appointments for licensed Annuity Sales Representatives and hand off with clean, complete context
  • Manage and prioritize a pipeline of leads through Salesforce (or equivalent CRM), including consistent follow-up
  • Maintain accurate records of licensing status, disclosures, and required compliance touchpoints on every call
  • Partner with the Annuity Sales team to refine qualification criteria and improve appointment show/close rates
  • Hit monthly/quarterly targets for qualified appointments set
  • Build toward eligibility for promotion into a full-time Annuity Sales Representative role

Qualifications and Skills:

  • Active state life insurance license required at time of hire - candidates must already be licensed; unlicensed candidates will not be considered
  • 1 year of sales or telesales experience - this is an entry-level/junior role; prior insurance experience is a plus but not required
  • Strong verbal communication skills; comfortable discussing financial products with a wide range of customers
  • Coachable and eager to grow into a closing sales role
  • Comfortable with high call volume and a fast-paced, metrics-driven environment
  • Working knowledge of CRM tools (Salesforce or similar) preferred
  • Strong organizational skills; able to manage a multi-stage pipeline
  • Based in the US (state-specific licensing requirement)

#LI-Remote - #LI-AG1

The US national base salary range for this full-time position is $70,000 -$100,000. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. 

Please note that the compensation details listed in US role postings reflect the base salary only and do not include applicable bonus, equity, or benefits. 

You can find further details of our US benefits at https://www.ethoslife.com/careers/

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