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Remote Variable Annuity Jobs (NOW HIRING)

Experience managing complex timelines and resource plans across all business areas #LI-Remote ... In addition to base pay, eligible employees may participate in a discretionary variable incentive ...

Director, Annuity Product Analysis

$238K - $249K/yr

... Remote Salary Range: The actual base salary for this position will depend on several factors ... In addition to base pay, eligible employees may participate in a discretionary variable incentive ...

... life, and variable and fixed annuities. These are supported by Transamerica Corporate, which ... Understanding of retirement, life, and annuity investment products Working Conditions * Remote ...

Basic Qualifications: * 1 year experience (WAH) remote customer service (Call Center environment ... Previous life insurance industry experience that required knowledge of life insurance and annuity ...

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Remote Variable Annuity information

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

To thrive as a Remote Variable Annuity Specialist, you need strong knowledge of financial products, particularly variable annuities, along with relevant licenses such as FINRA Series 6 or 7 and state insurance licenses. Familiarity with CRM platforms, financial planning software, and compliance systems is typically required. Excellent communication, client relationship management, and problem-solving skills help you build trust and explain complex products to clients remotely. These skills ensure accurate advice, regulatory compliance, and effective client service in the competitive financial services industry.

What is a Remote Variable Annuity professional?

A Remote Variable Annuity professional is a financial specialist who works remotely to help clients understand, select, and manage variable annuity products. These professionals provide guidance on investment options, explain contract features, and assist with account administration, all through virtual communication channels. They may work for insurance companies, financial advisory firms, or as independent consultants, helping clients plan for retirement by leveraging the benefits and risks of variable annuities.

What are some common challenges faced by professionals working in remote variable annuity roles, and how can they be overcome?

Professionals in remote variable annuity roles often face challenges such as building trust with clients without face-to-face interaction and staying updated on product changes and regulations. To overcome these, it's important to leverage digital communication tools effectively, maintain regular contact with clients, and participate in ongoing professional development. Collaborating with colleagues through virtual meetings and staying engaged with your team can also help ensure you remain informed and supported. Adapting to new technologies and maintaining a strong self-discipline in a remote environment are key to success in this field.

What is the difference between Remote Variable Annuity vs Remote Financial Advisor?

AspectRemote Variable AnnuityRemote Financial Advisor
CredentialsLicenses (e.g., Series 6, 7, 63), FINRA registrationLicenses (e.g., Series 7, 66), CFP certification often preferred
Work EnvironmentFinancial product sales, client portfolio management, compliance-focusedFinancial planning, investment advice, client consultations
Industry UsageInsurance and investment firms, financial institutionsWealth management firms, banks, independent advisory firms

Remote Variable Annuity professionals focus on selling and managing annuity products, requiring specific licenses. Remote Financial Advisors provide broader financial planning and investment advice, often holding additional certifications. Both roles operate remotely within the financial services industry but differ in scope and client interaction.

More about Remote Variable Annuity jobs
What cities are hiring for Remote Variable Annuity jobs? Cities with the most Remote Variable Annuity job openings:
What are the most commonly searched types of Variable Annuity jobs? The most popular types of Variable Annuity jobs are:
What states have the most Remote Variable Annuity jobs? States with the most job openings for Remote Variable Annuity jobs include:
Infographic showing various Remote Variable Annuity job openings in the United States as of June 2026, with employment types broken down into 14% Full Time, and 86% Part Time. Highlights an 37% Physical, 3% Hybrid, and 60% Remote job distribution.

Full-time

Posted 6 days ago


Job description

Career Opportunity
Role Title
Director, Annuity Initiatives
Purpose of role
This role is responsible for leading the end-to-end planning, execution and change management for all annuity commercial initiatives. This role oversees cross-functional programs including product launches, product enhancements and annuity initiatives that do not require IT resources. This role serves as the central point of coordination between Product, Marketing, Distribution, Finance, IT, Operations, Legal, Compliance, and Risk to ensure initiatives are delivered on time, with appropriate change management, within scope, and aligned with enterprise objectives. This position requires strong annuity business knowledge, excellent leadership and collaboration skills and structured program management discipline.
Job Description
Key Responsibilities
  • Lead large-scale, cross-functional annuity initiatives from concept to implementation through the development, monitoring and execution of implementation plans; work closely with IT PMO, where applicable
  • Establish program charters, governance structures, timelines, and success metrics
  • Manage interdependencies across multiple workstreams and business units
  • Responsible for owning stakeholder experience (agent, member and employee) through the creation and implementation of a change management plan. Through being the voice of the stakeholder, this role would foster a culture where concerns of the end-user are considered from the onset to the end of projects
  • Proactively identify and mitigate risks to ensure timely and successful delivery
  • Co-facilitate steering committee meetings with IT PMO while providing clear executive-level reporting
  • Align stakeholders on scope, priorities, and resource allocation
  • Escalate issues appropriately and drive resolution across departments
  • Drive continuous improvement across product development and implementation processes
  • Monitor post-implementation results and ensure transition to business-as-usual operations
  • Promote and ensure strong documentation and controls
  • Lead and mentor team supporting the annuity business as it grows

Key Qualifications
  • Bachelor's degree in Business Administration, Management, Project Management, or Mass Communication
  • Strong understanding of annuity (or life) product lifecycle including pricing, filing, implementation, and distribution
  • Project Management Professional (PMP) Certification required
  • MBA in Executive Management preferred
  • 10+ years of project management experience
  • 3+ years of annuity (or life) program management experience
  • Exceptionial organizational, communication, and stakeholder management skills
  • Experience managing complex timelines and resource plans across all business areas

#LI-Remote
Salary Range:
The actual base salary for this position will depend on several factors, including job-related skills, experience, and education. In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.
Please note that this posting is intended to fill an existing vacancy; however, there may be instances where more than one vacancy is available for the same role.
Equal Opportunity Employment and Inclusion - at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.
Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email accommodations@foresters.com in advance of your appointment.
Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.