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Remote Annuity Jobs in Alabama (NOW HIRING)

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Birmingham, AL · Remote

$96K - $124K/yr

Life & Annuity Insurance Sales Agent -- 100% Remote | 100% Commission | Unlimited Earning Potential Location: Remote (Work From Anywhere) Compensation: 100% Commission -- Uncapped Income Potential ...

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Let's Get to Work

Montgomery, AL · Remote

$101K - $131K/yr

Life & Annuity Insurance Sales Agent -- 100% Remote | 100% Commission | Unlimited Earning Potential Location: Remote (Work From Anywhere) Compensation: 100% Commission -- Uncapped Income Potential ...

New

Remote Insurance Sales Agent Must be authorized to work in the US, no work visas offered at this ... We also have an in-house annuity process that trains you to enter the seven-billion-dollar industry ...

Remote Insurance Sales Agent Must be authorized to work in the US, no work visas offered at this ... We also have an in-house annuity process that trains you to enter the seven-billion-dollar industry ...

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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.

What are popular job titles related to Remote Annuity jobs in Alabama?

For Remote Annuity jobs in Alabama, the most frequently searched job titles are:

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

The top searched job categories for Remote Annuity jobs in Alabama are:

What cities in Alabama are hiring for Remote Annuity jobs?

Cities in Alabama with the most Remote Annuity job openings:

Infographic showing various Remote Annuity job openings in Alabama as of August 2026, with employment types broken down into 84% Full Time, 12% Part Time, and 4% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution.

Annuity Case Designer, Highland Capital Brokerage

Birmingham, AL • Remote


Osaic
Finance and Insurance • 1 - 5K employees

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

People enjoy working here

Good employer

Paid breaks


$55K - $63K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 18 days ago


Job description

Current Employees and Contractors Apply HereOsaic Careers

Operations Opportunity in Insurance Industry

Annuity Case Designer, Highland Capital Brokerage

Location(s): All Locations/ REMOTE

Role Type: Full time

Salary: $55,000 - $63,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.

Summary:

The Annuity Case Designer will work alongside the annuity sales teams in assisting financial professionals with annuity business. The role will be responsible for helping increase overall annuity sales. The incumbent must be able to work in a fast-paced environment and is able to adapt with change. This position could evolve into a full-time Regional Vice President in the future.

Education Requirements:

  • Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.
  • Life & Health Insurance License preferred

Responsibilities:

  • Provide pre-sales support to assigned annuity sales team that includes case design, running illustrations, summarizing annuity designs and concepts, current rates/caps,and assisting with electronic submission platforms
  • Complete annuity reviews by analyzing in-force policy data and making recommend changes or alternate plans to optimize performance of existing policies to generate new sales/revenue
  • Respond in a timely manner meeting company service levels for all service and solicitation requests
  • Have in-depth knowledge of various annuity products, including features, benefits, and pricing to effectively present them to financial professionals
  • Stay current on the competitive marketplace by participating in educational opportunities, attending webinars and any carrier offered strategies, talks, podcasts etc.
  • Answer overflow calls from the phone queue
  • Participate in email campaigns and webinars by following up on engaged prospects and writing financial professionals
  • Assist sales team by prospecting, setting appointments and follow up meetings
  • Log all activities (illustrations, calls, meetings, etc.) into Sales Force and store illustrations according to established protocols
  • Perform miscellaneous clerical duties, special projects, reporting, or by providing help wherever it's required

Basic Requirements:

  • Multi-carrier insurance product experience.
  • Excellent verbal and written communication skills to effectively present complex concepts
  • Ability to build strong, lasting relationships with producers/advisors through trust and rapport
  • Demonstrated experience with illustration software (e.g., Annuity Rate Watch, LUMA, Carrier Software).
  • High sense of urgency and ability to prioritize workload in a demanding environment.
  • Familiarity with Salesforce to manage activities, client information and leads

Preferred Requirements:

  • 3 or more years of sales/sales support experience in the annuity environment
  • Work towards completion of CLU or ChFC designations
  • Work towards completion of Series 6 and 63
Current Employees and Contractors Apply Here

Osaic logo

About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016


What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

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