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Full Time Annuity Customer Service Jobs (NOW HIRING)

Charles Schwab Inc.

Regional Annuity Specialist

Westlake, TX · On-site

$95K - $140K/yr

  • Medical

  • Life

Charles Schwab Insurance Services (CSIS) supports the insurance and annuity needs of millions of individual investors and thousands of Registered Investment Advisors. CSIS is responsible for annuity ...

Charles Schwab

Regional Annuity Specialist

Westlake, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Charles Schwab Insurance Services (CSIS) supports the insurance and annuity needs of millions of individual investors and thousands of Registered Investment Advisors. CSIS is responsible for annuity ...

Integritymarketing

Annuity Sales Agent

Altoona, PA · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Annuity Sales Specialist will educate clients on retirement income strategies, assess their ... and exceptional customer service. * Strengthen client relationships ...

Ethos Life

Annuity Sales Representative

$70K - $200K/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 ...

Integritymarketing

Annuity Sales Agent

Johnstown, PA · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Annuity Sales Specialist will educate clients on retirement income strategies, assess their ... and exceptional customer service. * Strengthen client relationships ...

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Full Time Annuity Customer Service information

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

As of Aug 15, 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:

Full Time Annuity Customer Service jobs near you

Regional Annuity Specialist

Charles Schwab Inc.

Westlake, TX • On-site

$95K - $140K/yr

Full-time

Medical, Life

Re-posted 24 days ago

Job description

Your Opportunity
At Schwab, you're empowered to make an impact on your career. Innovative thinking and client-focused service come together as we challenge the status quo and help clients take charge of their financial futures.
Charles Schwab Insurance Services (CSIS) supports the insurance and annuity needs of millions of individual investors and thousands of Registered Investment Advisors. CSIS is responsible for annuity and insurance product management, distribution support, partner oversight, and the platforms and tools that enable these services.
As a Regional Annuity Specialist, you will serve as a key resource for financial consultants, providing specialized knowledge and expertise on annuity products and solutions. Your role is to help clients achieve their retirement and income goals by delivering guidance on annuities as part of a broader wealth management strategy. You will work closely with Schwab's advisors, clients, and internal partners to deepen client relationships and enhance Schwab's reputation as a trusted financial institution.
What You Have
Required Qualifications (skills assessed during the interview):
  • Product Expertise - The role centers on serving as a subject matter expert on annuity products, requiring deep product expertise to provide credible, specialized guidance to advisors and clients. It also directly supports clients' retirement and income goals, making it essential to frame annuity recommendations within a broader retirement strategy rather than as standalone solutions.
  • Cross-Functional collaboration - The role includes educating and coaching financial consultants on annuity solutions, requiring the ability to transfer knowledge and build capability beyond individual advisory work. It also demands strong cross-functional collaboration, partnering with product development, operations, and wealth specialists to ensure solutions remain aligned, accurate, and up to date.
  • Client Relationship Management - The role requires effectively communicating complex financial concepts by simplifying product features and educating both consultants and clients, ensuring clarity in guidance. It is also deeply client-centric, focused on aligning solutions to client retirement and income goals while strengthening relationships. Success depends on building trust and continuity in client interactions, enabling tailored recommendations that enhance both the client experience and advisor effectiveness.
  • Organization - The role calls for being self-motivated, organized, and able to manage multiple priorities in a fast-paced environment. This skill matters because the role spans advisor support, client engagement, product alignment, and internal collaboration simultaneously.

What you have
Additional Requirements
  • Active FINRA Series 6 or 7 license
  • Active FINRA Series 63 license (or equivalent)

Preferred Qualifications
  • Life & Health Insurance License
    • May be obtained within the first 120 days
  • Advanced degrees or certifications including CFP®, CFA®, ChFC®

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

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