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Operations Specialist Annuity Jobs (NOW HIRING)

Main Financial Group LLC

Be Seen First

Client Operations Specialist - Livonia

Livonia, MI · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • PTO

Client Operations Specialist - Livonia Location: Livonia Office - 38777 Six Mile Rd, Ste 450 ... Manage brokerage, annuity, and insurance applications from submission through completion * Case ...

New

Main Financial Group LLC

Be Seen First

Client Operations Specialist - Livonia

Livonia, MI · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • PTO

Client Operations Specialist - Livonia Location: Livonia Office - 38777 Six Mile Rd, Ste 450 ... Manage brokerage, annuity, and insurance applications from submission through completion * Case ...

New

Synergy Wealth Solutions

Annuity Specialist

Chesterfield, MO · On-site

$100K/yr

  • Medical

  • Life

  • Retirement

The Annuity Specialist serves as the firm's subject matter expert on annuity products and ... Partner with Operations, Compliance, wholesalers, and carrier partners to ensure a smooth business ...

Synergy Wealth Solutions

Annuity Specialist

Chesterfield, MO · On-site

$100K/yr

  • Medical

  • Life

  • Retirement

The Annuity Specialist serves as the firm's subject matter expert on annuity products and ... Partner with Operations, Compliance, wholesalers, and carrier partners to ensure a smooth business ...

MSD

Patent Annuity Specialist

Rahway, NJ · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Office of General Counsel is seeking an experienced Patent Annuity Specialist to provide patent ... Contribute to operational excellence initiatives by identifying opportunities for process ...

Merck & Co.

Patent Annuity Specialist

Rahway, NJ · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Office of General Counsel is seeking an experienced Patent Annuity Specialist to provide patent ... Contribute to operational excellence initiatives by identifying opportunities for process ...

Charles Schwab

Regional Annuity Specialist

Westlake, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

As a Regional Annuity Specialist, you will serve as a key resource for financial consultants ... operations, and wealth specialists to ensure solutions remain aligned, accurate, and up to date.

Merck & Co., Inc.

Patent Annuity Specialist

Rahway, NJ · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Office of General Counsel is seeking an experienced Patent Annuity Specialist to provide patent ... Contribute to operational excellence initiatives by identifying opportunities for process ...

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 ... Partner with marketing, operations, and compliance teams to support business initiatives, client ...

Integrity Marketing Group

Annuity Sales Agent

Johnstown, PA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Annuity Sales Specialist will educate clients on retirement income strategies, assess their ... Partner with marketing, operations, and compliance teams to support business initiatives, client ...

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 ... Partner with marketing, operations, and compliance teams to support business initiatives, client ...

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All JobsOperations Specialist Annuity Jobs

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 17, 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?

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 annuity, 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:

Operations Specialist Annuity jobs near you
Infographic showing various Operations Specialist Annuity job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $68,426 per year, or $32.9 per hour.

Operations Specialist

Stratos Wealth Partners

Beachwood, OH • On-site

$60K - $62K/yr

Full-time

Re-posted 13 days ago

Job description


The Operations Specialist will report directly to the Director of Operations. The Operations Specialist is responsible for providing a wide range of administrative and client support services. They will work closely with advisors and their staff to field inquiries, process transactions, and ensure client requests are resolved timely. The Operations Specialist also works closely with various departments within Stratos. The Operations Specialist also plays a key role in risk management, identifying items that require urgent attention, and ensuring items are responded to timely.
Job Responsibilities
  • Provide client service to our Stratos financial advisors and asset management partners.
  • Work with multiple custodians to facilitate any operational functions such as new account opening, transfers, money movements, etc.
  • Serve as a subject matter expert on all custodial platforms.
  • Service Insurance & Annuity related requests assigned to the House Brokerage Program.
  • Display problem solving abilities and facilitate any escalations necessary with the various custodians.
  • Serve as an internal resource for account servicing, custodian-related inquiries, and the House Brokerage Program.
  • Identify and resolve client issues promptly.
  • Provide resolution to complex issues.
  • Assist with the licensed and non-licensed onboarding of advisors and their staff.
  • Contribute to the development and implementation of new processes and procedures.
  • Stay up to date on industry knowledge and best practices.
  • Build and maintain positive relationships with clients and colleagues.
  • Work independently and as part of a team.
  • Meet deadlines and maintain strong attention to detail.
  • Provide front desk coverage as needed.

  • Bachelor's degree in business administration, finance, or related field.
  • FINRA Series 7 and 63 preferred.
  • 2+ years of experience in client service or a related field.
  • Strong understanding of financial services terminology and regulations.
  • Proficient in Microsoft Office Suite and other relevant software.
  • Excellent communication, interpersonal, and organizational skills.
  • Detail-oriented and able to multitask.
  • Ability to work independently and take initiative.
  • Positive and enthusiastic attitude.
  • Commitment to providing excellent customer service.
  • Ability to work in a fast-paced environment.
  • 2+ Years of RIA industry experience (preferably with a large RIA).
  • Familiarity with LPL, Fidelity and/or Charles Schwab a plus.
  • CRM experience preferred (Salesforce Experience is a plus).

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