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Remote Annuity Jobs (NOW HIRING)

New York Life

Annuity New Business Representative

$41K - $58K/yr

Please note that while this position is posted as a remote role, candidates must reside within a 50 ... Provide backup phone support for the Annuity New Business Call Center. What You'll Do: Bachelor ...

Aegon

Case Manager (Annuity)-Work From Home

Complete suitability review for annuity applications using system tool and set criteria for making ... Remote (Call Center) Environment * Training hours: 8:00-4:30 CST * Working hours: 8:30am-5:00 PM ...

Transamerica

Case Manager (Annuity)-Work From Home

Complete suitability review for annuity applications using system tool and set criteria for making ... Remote (Call Center) Environment * Training hours: 8:00-4:30 CST * Working hours: 8:30am-5:00 PM ...

Ethos Life

Sales Development Representative, Annuities

$70K - $100K/yr

About the role The Annuity SDR is the first point of contact for prospective customers exploring ... Based in the US (state-specific licensing requirement) #LI-Remote - #LI-AG1 The US national base ...

MeridianLight

Be Seen First

Remote Insurance Sales (No Cold Calling, Training Provided)

Atlanta, GA · Remote

$60K - $110K/yr (+ commission)

Remote Sales Closer - Financial Services (Warm Leads, Pre-Set Appointments Provided) Stop wasting ... annuity-based options. The Money * Commission: 70% - 90% (Industry Leading) * Average Pay per Sale ...

MeridianLight

Be Seen First

Remote Insurance Sales (No Cold Calling, Training Provided)

Austin, TX · Remote

$60K - $110K/yr (+ commission)

Remote Sales Closer - Financial Services (Warm Leads, Pre-Set Appointments Provided) Stop wasting ... annuity-based options. The Money * Commission: 70% - 90% (Industry Leading) * Average Pay per Sale ...

MeridianLight

Be Seen First

Remote Sales Representative (No Cold Calling, Training Provided)

Las Vegas, NV · Remote

$60K - $110K/yr (+ commission)

Remote Sales Closer - Financial Services (Warm Leads, Pre-Set Appointments Provided) Stop wasting ... annuity-based options. The Money * Commission: 70% - 90% (Industry Leading) * Average Pay per Sale ...

MeridianLight

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Remote Sales Representative (No Cold Calling, Training Provided)

Nashville, TN · Remote

$60K - $110K/yr (+ commission)

Remote Sales Closer - Financial Services (Warm Leads, Pre-Set Appointments Provided) Stop wasting ... annuity-based options. The Money * Commission: 70% - 90% (Industry Leading) * Average Pay per Sale ...

MeridianLight

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Remote Insurance Sales (No Cold Calling, Training Provided)

Columbus, OH · Remote

$60K - $110K/yr (+ commission)

Remote Sales Closer - Financial Services (Warm Leads, Pre-Set Appointments Provided) Stop wasting ... annuity-based options. The Money * Commission: 70% - 90% (Industry Leading) * Average Pay per Sale ...

MeridianLight

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Remote Insurance Sales (No Cold Calling, Training Provided)

Denver, CO · Remote

$60K - $110K/yr (+ commission)

Remote Sales Closer - Financial Services (Warm Leads, Pre-Set Appointments Provided) Stop wasting ... annuity-based options. The Money * Commission: 70% - 90% (Industry Leading) * Average Pay per Sale ...

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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.

Remote Customer Service Representative

Westmont, IL • Remote

Annuity Health Holdings LLC
See more jobs at Annuity Health Holdings LLCexternal

$16 - $23/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago

Job description

Description

The Remote Customer Service Representative is responsible for phone contact with patients to collect payment for medical billson behalf of our clients. This involves working in a fast-paced call center environment to establish contact with customers to negotiate payment and/or set up payment arrangements to collect account receivables.


To perform successfully in a virtual environment, the remote Customer Service Representative must be comfortable

with technology and can easily understand and learn the technical requirements of the position.


Duties/Responsibilities

  • Provide exceptional patient service in the name of the client
  • Contact patients via telephone to collect payment on medical bills
  • Communicates accurate information to patients in a clear, concise and professional manner
  • Review patient accounts and documents patients' interaction and feedback
  • Negotiates appropriate and reasonable payments with customers
  • Sets up patient payments via check, electronic transfer or credit card
  • Responsible for understanding and complying with all policies and procedures
  • Meets or exceeds established goals
  • Works closely with team leads, management and client to resolve disputes and ensure patient satisfaction
  • All other duties as assigned by management


Required Skills/Knowledge

  • Customer/Client Focus
  • Communication Proficiency
  • Confidentiality/Integrity
  • Teamwork Orientation
  • Basic computer skills necessary


Education/Experience

  • Customer service experience preferred
  • Prior medical billing or healthcare revenue cycle experience strongly preferred
  • High school diploma or General Education Development (GED) Certificate required
  • One to two years of college preferred

Benefits

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

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