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Operations Specialist Annuity Jobs (NOW HIRING)

... Annuity Sales Specialist plays a key role in helping clients safeguard their longterm financial ... Partner with marketing, operations, and compliance teams to support campaigns, events, and client ...

Annuity Operations & Product Specialist

Dallas, TX · On-site

$97K - $115K/yr

Position Summary The Annuity Operations & Product Specialist is a key member of the NexAnnuity Sales and Operations team, supporting financial professionals, insurance partners, and internal ...

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Operations Specialist Annuity information

See salary details

$30.5K

$68.4K

$111K

How much do operations specialist annuity jobs pay per year?

As of Aug 1, 2026, the average yearly pay for operations specialist annuity in the United States is $68,426.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $81,500.00 per year, depending on experience, location, and employer.

What does an Operations Specialist Annuity do?

An Operations Specialist Annuity is responsible for managing and processing annuity contracts within a financial institution or insurance company. Their duties typically include handling paperwork, ensuring regulatory compliance, responding to client inquiries, and coordinating with other departments to process transactions efficiently. They play a key role in maintaining the accuracy of client records and ensuring that annuity products are serviced according to company policies and industry standards.

What are the key skills and qualifications needed to thrive as an Operations Specialist Annuity, and why are they important?

To thrive as an Operations Specialist Annuity, you need strong analytical abilities, attention to detail, and a background in finance or insurance, often supported by a relevant degree or experience in annuity processing. Familiarity with annuity administration software, CRM systems, and proficiency in Microsoft Excel are typically required, and certifications such as FINRA or LOMA can be advantageous. Excellent problem-solving, organization, and communication skills enable effective collaboration with clients and internal teams. These skills ensure accurate policy management, regulatory compliance, and a seamless customer experience in a complex financial environment.

What are some common challenges faced by Operations Specialists in Annuity processing, and how are they typically addressed?

Operations Specialists in Annuity processing often encounter challenges such as managing complex client requests, handling regulatory documentation, and adapting to frequent changes in compliance requirements. Accuracy and attention to detail are crucial, as errors can impact client accounts and compliance. These challenges are typically addressed through ongoing training, close collaboration with compliance teams, and the use of robust workflow management tools. Additionally, many teams foster a supportive environment where questions and knowledge sharing are encouraged, helping specialists stay current and effective in their roles.

What is the difference between Operations Specialist Annuity vs Operations Analyst?

AspectOperations Specialist AnnuityOperations Analyst
CertificationsTypically requires FINRA licenses, insurance licenses, or similarOften requires finance or business-related certifications, such as CFA or CPA
Work EnvironmentFinancial institutions, insurance companies, or asset management firmsBanking, investment firms, or corporate finance departments
Primary ResponsibilitiesProcessing annuity transactions, compliance, and client account managementAnalyzing financial data, reporting, and supporting operational improvements

While both roles involve financial operations, Operations Specialist Annuity focuses on managing annuity products and client accounts, often requiring specific licenses. Operations Analyst typically handles broader financial data analysis and reporting. The roles differ mainly in specialization and daily tasks but share a common industry environment.

More about Operations Specialist Annuity jobs
What cities are hiring for Operations Specialist Annuity jobs? Cities with the most Operations Specialist Annuity job openings:
What states have the most Operations Specialist Annuity jobs? States with the most job openings for Operations Specialist Annuity jobs include:
What job categories do people searching Operations Specialist Annuity jobs look for? The top searched job categories for Operations Specialist Annuity jobs are:
Infographic showing various Operations Specialist Annuity job openings in the United States as of July 2026, with employment types broken down into 91% Full Time, 5% Part Time, and 4% Summer. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $68,426 per year, or $32.9 per hour.

Annuity Operations Care Specialist

Guardianlife

Bethlehem, PA • Hybrid

$42K - $64K/yr

Full-time

Re-posted 5 days ago


Job description

Guardian's Annuity In-Force Operations CARE team is seeking a highly motivated individual who is pursuing an opportunity to develop and grow their experience as an Annuity Operations Specialist. We are looking for an avid learner who possesses strong analytical and communication skills to support our annuity growth. This role is responsible for delivering accurate, timely, and compliant processing to support end-to-end in-force annuity transactions. As well as providing a high-touch service experience to our customers.

As an Operations Specialist, you are empowered to take full ownership of each request from intake through resolution. You ensure stakeholders are informed at every stage, resolve complex issues independently, and escalate when appropriate to meet service and regulatory expectations.

This role embraces the CARE mindset - Communicate, Advocate, Respond, and Empower - demonstrating authentic care for contract holders, field partners, and internal teams while driving operational excellence.

You are

  • Motivated to positively impact customer and partner experiences through accurate in-force transaction processing
  • Action-oriented with the ability to assess priorities and manage competing deadlines
  • Detail-oriented and procedure-driven with a strong commitment to quality and compliance
  • Comfortable communicating complex information clearly via email and phone
  • Accountable for outcomes and follow-through
  • Willing to challenge existing processes and contribute ideas for improvement
  • A collaborative team member open to feedback
  • Flexible to contribute overtime equitably when needed

You will

  • Process and prioritize a wide range of in-force annuity transactions
  • Provide high-level service to contract holders and internal partners
  • Own complex or escalated in-force cases from intake to resolution
  • Perform root-cause analysis on issues and recommend improvements
  • Meet or exceed quality, accuracy, and timeliness metrics
  • Partner with Product, Compliance, Finance, Treasury, and Contact Center teams
  • Develop subject-matter expertise in annuity products, systems, and procedures
  • Participate in cross-functional projects and initiatives

You have

  • College degree preferred or equivalent industry experience
  • 2+ years of insurance, annuity, or retirement operations experience
  • Working knowledge of annuity products preferred
  • Strong organizational skills and attention to detail
  • Ability to exercise discretion and independent judgment
  • Proficiency in Microsoft Outlook, Word, and Excel preferred
  • A positive, service-oriented mindset and commitment to continuous learning

Location

This is a hybrid role, requiring three days per week onsite in either Bethlehem, PA or Pittsfield, MA office. Team members must be able to come to campus as needed. Onsite requirements are subject to change based on business needs.

Travel

No travel is required for this position.

Salary Range:

$42,830.00 - $64,250.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits.Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.


Equal Employment Opportunity


Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.


Accommodations


Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact MyHR@glic.com. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.


Visa Sponsorship


Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.


Notice Regarding Guardian's Use of Artificial Intelligence in Recruitment

As part of Guardian's job application process, Guardian may use artificial intelligence tools ("AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian's use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to MyHR@glic.com, making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian's document retention policy, a copy of which you may request via MyHR@glic.com.

Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.


Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.