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Remote Annuity Jobs (NOW HIRING)

SynergisticIT

Annuity Claims Specialist -Remote

$40 - $45/hr

The Annuity Claims Specialist will review contestable death claims related to annuities and ... This is a remote position. Compensation: $40.00 - $45.00 per hour Our History Years ago ...

NR Consulting

Annuity Values Processor

Remote Overview Reviews and processes requests for surrenders and partial withdrawals from annuity contracts, researches policy details to ensure transactions can be made. Fields inquiries about ...

Foresters Financial

AVP, Annuity Pricing

Career Opportunity Role Title AVP, Annuity Pricing Purpose of role This role is responsible for ... Familiarity with hedging programs for fixed indexed annuities #LI-Remote The actual base salary for ...

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 ... Passionate about delivering exceptional customer service #LI-Remote #LI-SG2 The US national base ...

Foresters Financial Services

AVP, Annuity Pricing

Career OpportunityRole TitleAVP, Annuity PricingPurpose of roleThis role is responsible for leading ... Familiarity with hedging programs for fixed indexed annuities #LI-Remote The actual base salary for ...

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 ... Passionate about delivering exceptional customer service #LI-Remote #LI-SG2 The US national base ...

Guardianlife

Annuity Account Manager

The Annuity Account Manager will serve as a primary relationship manager for Guardian Annuities ... Location This is a remote role with 30-50% national travel, heavy NE territory- Travel to/from ...

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Remote Annuity information

What is a remote annuity?

A Remote Annuity job typically involves selling, managing, or providing customer service for annuity products from a remote location, such as your home. Professionals in these roles may work for insurance companies, financial institutions, or as independent agents, supporting clients with their annuity purchases and ongoing account management. The job often includes educating clients about annuity options, processing applications, and ensuring compliance with regulations. Remote Annuity jobs leverage virtual communication tools to interact with clients and team members. This setup offers flexibility and the ability to work from anywhere with a reliable internet connection.

What are the key skills and qualifications needed to thrive as a remote annuity specialist?

To thrive as a Remote Annuity Specialist, you need a strong understanding of financial products, insurance regulations, and sales techniques, typically supported by relevant licenses such as a state insurance license. Proficiency in CRM software, online communication platforms, and financial planning tools is commonly required. Outstanding customer service, self-motivation, and the ability to clearly explain complex information are crucial soft skills for this remote role. These skills ensure effective client support, regulatory compliance, and successful sales performance in a virtual environment.

What are some common challenges faced by remote annuity specialists and how can they be addressed?

Remote annuity specialists often face challenges such as maintaining effective communication with clients and colleagues, staying updated on regulatory changes, and managing complex client portfolios without in-person interaction. To address these, it's important to leverage digital collaboration tools, participate in regular virtual training sessions, and establish clear communication channels. Staying organized and proactive in reaching out to clients also helps build trust and ensures seamless service delivery in a remote environment.

What is the difference between Remote Annuity vs Remote Insurance Agent?

AspectRemote AnnuityRemote Insurance Agent
CredentialsLicenses in annuities, financial certificationsInsurance licenses, certifications
Work EnvironmentRemote, client-facing, financial planningRemote, client-facing, sales-focused
Industry UsageFinancial services, retirement planningInsurance sales, risk management
Common Search IntentFinancial products, retirement incomeInsurance policies, coverage options

Remote Annuity professionals focus on selling and advising clients on retirement income products like annuities, requiring financial licenses. Remote Insurance Agents sell various insurance policies, needing insurance licenses. While both roles are remote and client-facing, their primary products and certifications differ, aligning with distinct industry segments.

More about Remote Annuity jobs

What cities are hiring for Remote Annuity jobs?

Cities with the most Remote Annuity job openings:

What are the most commonly searched types of Annuity jobs?

The most popular types of Annuity jobs are:

What states have the most Remote Annuity jobs?

States with the most job openings for Remote Annuity jobs include:

What job categories do people searching Remote Annuity jobs look for?

The top searched job categories for Remote Annuity jobs are:

Remote Annuity jobs near you
Infographic showing various Remote Annuity job openings in the United States as of September 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 83% Physical, 5% Hybrid, and 12% Remote job distribution.

Annuity Claims Specialist -Remote

Charlotte, NC • Remote

Synergistic Systems Inc
See more jobs at Synergistic Systems Incexternal

$40 - $45/hr

Full-time

Re-posted 3 days ago

Job description

Our client, a major Life Insurance carrier is seeking an Annuity Claims Specialist for a long term (2 year minimum) contract position.  This job can be worked remotely.   
The Annuity Claims Specialist will review contestable death claims related to annuities and evaluate Medical Information Bureau (MIB) inquiries for an existing book of business.  
Annuity Claims Specialist responsibilities include the following:
- Contestable claims review will require an evaluation of the cause of death and validating that there was no material misrepresentation with the original health history that was used at the time of the policy issue, or that was provided during a reinstatement that required medical underwriting. 
- Policy reinstatement requests will include evaluating client responses to medical questions, medical examinations, lab work, or review of physician’s records to complete the underwriting risk evaluation to determine whether a lapsed policy should be placed back in force. Use of Swiss Re manual for risk assessment.  Run manual MIB for all reinstatement requests and report MIB codes
- MIB inquiries: Medical Information Bureau may request member firms to validate prior medical condition reports made on individual annuity applicants.
- Business Process: Claims and reinstatement inquiries are received at insurance carrier administrative offices and are routed to an underwriting queue for review and evaluation.  MIB inquiries will be sent via secure email for review and response.
Requirements:
- Ideally, candidates should have good product knowledge of annuities and life insurance.  
- Strong verbal and written communication skills, ability to multitask, and logic is preferred. 
- Claims and or underwriting background is preferred.
- Candidates should have an investigative mindset.  Determined to seek answers if something does not make sense.
- Will use multiple proprietary systems top process claims, so ability to learn new systems quickly is critical.
- Solid experience with MS Office products.
- At least 4 years of Annuity Claims experience.
- Candidates with strong Life Insurance Death Claims experience will be considered.
- Works well independently or with minimal supervision 
- Certified Annuity Specialist (CAS), Life and Annuity Certified Professional (LACP) or Certified Annuity Advisor (CAA) certifications, courses or designations are a big plus.  
- A bachelor’s degree or equivalent combination of education/experience.
- Nice to have : Experience with the Resonant underwriting platform.

This is a remote position.