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Remote Annuity Jobs (NOW HIRING)

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 ...

Preferred Choice Financial Group, LLC

Promote life and annuity products through a variety of sales campaigns. * Manage inbound calls as well as create and execute effective outbound call campaigns. * Demonstrate proficiency in case ...

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Remote Annuity information

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

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 is a Remote Annuity job?

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 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.

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.
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 July 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 100% Remote job distribution.
Remote Account Resolution Representative

Remote Account Resolution Representative

Annuity Health

Westmont, IL • Remote

$16 - $26/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

Annuity Health rating

6.4

Company rating: 6.4 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

342nd of 487 rated business services

Job description

Description

The Remote Account Resolution Representative contacts customers to assist them in fulfilling their financial obligations. Through outbound and inbound call efforts, the Representative assists customers in settling account balances and setting up payment arrangements for account resolution. No experience in collections is required - Annuity Health will train on our state-of-the-art software system, applicable laws related to collection activities, provide innovative ideas and techniques, and teach proper negotiation and dispute resolution skills necessary to be successful in the position. Annuity Health offers a competitive starting salary and benefits.



Duties/Responsibilities


Maintain a professional tone and respectful demeanor during all patient or authorized party communications by delivering exceptional "patient focused-patient service" at all times.

Strictly adhere to the Company's Compliance guidelines and expectations, to include Local, State, and Federal requirements.

Comply with the Company's call structure expectations including but not limited to, proper collection steps and techniques.

Achieve all assigned goals.

Properly identify individual account situations, and provide appropriate resolution.

Correctly status accounts and update applicable windows/fields within those accounts for potential follow-up.

Provide relevant information by accurately utilizing all available tools/resources to assist in account resolution.

Keep route maintenance backlog at an acceptable level.

Recognize pressing issues and escalate to management as they occur.

Work well with team members/management and not contribute to unproductive group conflict or negativity.

Represent the Company in a positive manner through professional conduct, attitude, and appearance.

Follow Company confidentiality and security policies and procedures.

Understand and comply with company policies and procedures.

Other duties as assigned by management.



Required Skills/Knowledge

Previous collection experience preferred.

Excellent Communication Skills required.

Basic Computer Skills required.

Customer Service Skills.

Conflict Resolution Skills.

High attention to detail.


Education/Experience

  • High school diploma or General Education Development (GED) Certificate required

Benefits

Annuity Health offers its employees excellent benefits including: Health, Dental, Vision, HSA and FSA Accounts, Voluntary Insurance, Paid Holidays, PTO, and 401(k).

What Annuity Health employees say

Pay

Hours and flexibility

Workplace

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