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Remote Variable Annuity Jobs (NOW HIRING)

Foresters Financial

National Sales Specialist

Active Life & Annuity license preferred but not required * Wholesaling or field development ... Willingness to work a flexible schedule, including weekends, based on business needs #LI-Remote

NTT DATA Services

Customer Care Associate

El Paso, TX · Remote

$20/hr

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 ...

NTT DATA Services

Customer Care Associate

Chicago, IL · Remote

$19/hr

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 ...

NTT DATA Services

Customer Care Associate

Chicago, IL · Remote

$19/hr

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 ...

NTT DATA Services

Customer Care Associate

El Paso, TX · Remote

$20/hr

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 ...

NTT DATA Services

Customer Care Associate

Yukon, OK · Remote

$20/hr

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 ...

NTT DATA Services

Customer Care Associate

Yukon, OK · Remote

$20/hr

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:
What job categories do people searching Remote Variable Annuity jobs look for? The top searched job categories for Remote Variable Annuity jobs are:
Remote Variable Annuity jobs near you
Infographic showing various Remote Variable Annuity job openings in the United States as of July 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution.
Life Insurance & Annuity Client Service Administrator Remote/in-Person

Life Insurance & Annuity Client Service Administrator Remote/in-Person

Harvest Wealth Group

Exeter, CA • On-site, Remote

$55K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Insurance Client Service Administrator
Exeter, CA
$55,000-$85,000 base + bonuses | Full-Time | In-Person Preferred, Remote or Hybrid Available (Must work Pacific, Mountain or Central time only)
You've built your career in insurance. You know the carriers, the forms, the back-office workflows that most people in wealth management have never touched. Now imagine bringing that expertise to a firm that actually needs it-and values it.
At Harvest Wealth Group, we're a growing investment firm expanding aggressively into insurance. Our team is strong, but as the insurance book grows, we need someone who brings deep carrier knowledge and insurance operations expertise to the table. This role exists to add a specialist to our team who can elevate how we serve insurance clients and help us build a best-in-class operation on that side of the business.
Who We Are
We're a $470M+ AUM financial planning firm headquartered in Exeter, CA, serving the backbone of America-the hard-working families we're proud to call clients. Our investment operations are strong and well-built. Our insurance book is growing fast, with two recent insurance acquisitions, and we need someone who can build the same level of operational excellence on the insurance side.
Our purpose is to obsessively serve our team and clients so they feel known, valued, and loved. That's not a tagline. It's how we operate.
What that means in practice:
  • No chaos. No egos. No one left without support.
  • Cross-trained teams so your teammates can fully unplug when they're off.
  • Clear expectations, consistent feedback, and leadership that's in it with you.

Why This Role Exists
Our investment CSAs are excellent at what they do, and our insurance book is growing fast. We're at the point where we need someone with deep insurance expertise to join the team and elevate how we serve that side of the business. We're creating this role to:
  • Bring dedicated insurance expertise to a team that's ready for it
  • Give our advisors a go-to expert who speaks the insurance language fluently
  • Add carrier-level knowledge in-house as our insurance book grows
  • Build a scalable insurance operations foundation alongside our already-strong investment operations team

The Role
You'll join our centralized operations team as the person who owns insurance service work-the expert our advisors and teammates turn to. You're also part of the broader team, which means you'll learn the investment side and contribute to general service coverage so the whole team runs stronger together.
Your Expertise: Insurance Service Operations
  • Own the full lifecycle of insurance service work: new applications, policy changes, beneficiary updates, distributions, renewals, and claims processing
  • Manage relationships with insurance carriers and their back-office teams-you already know who to call and how to get things moved
  • Process and track insurance cases across variable annuities, fixed annuities, life insurance, and long-term care products
  • Ensure compliance with carrier requirements and state-specific regulations
  • Build and document insurance-specific workflows and procedures in Practifi so the next person behind you can follow the playbook
  • Serve as the go-to resource for advisors on insurance service questions, carrier processes, and product nuances
  • Help train the broader team on basic insurance literacy so coverage doesn't fall apart when you're out

Part of the Team: Investment Service Support
Our investment CSAs still own their work-that doesn't change. But as part of this team, you'll build foundational investment knowledge so you can pitch in when it counts and provide coverage when teammates are out:
  • Handle service requests on existing investment accounts: beneficiary changes, address updates, and general account maintenance
  • Provide coverage for the investment team during PTO and peak volume periods
  • Learn our custodian platforms (Schwab, Fidelity) through structured training and mentorship from the team
  • If you want to grow into the investment side-new business, trading, licensing-we'll support that path. This role can expand with you.

What Success Looks Like
  • Initiate 95% of assigned insurance service tickets within 24 hours
  • Complete 95% of insurance tickets without a NIGO (Not In Good Order)
  • Advisors come to you first on insurance questions-not the other way around
  • Documented insurance workflows exist in Practifi within your first 90 days
  • The team sees you as the insurance expert they can rely on and learn from
  • You're reliably handling investment account maintenance and service requests alongside your insurance work

What You Bring
Required:
  • 3+ years of insurance operations experience at a predominantly insurance-based firm (not just investment firms that happen to sell a policy here and there)
  • Direct experience processing life insurance, annuity (variable and fixed), and/or long-term care service work
  • Strong carrier relationships and knowledge of back-office processes across multiple insurance companies
  • Ability to pass a background check and complete USCIS I-9 eligibility verification

Preferred:
  • Active state insurance license (Life & Health)
  • Series 7 license (or willingness to obtain with firm support)
  • Series 66 or 63/65
  • Experience with Ameritas Life, Docupace, E-apply, DocuSign,
  • Familiarity with Practifi, Redtail, or similar wealth management CRMs
  • Familiar with working with various carriers. Experience with the following a major plus: Ameritas Life, Midland, Allianz, Athene, Crump, Ash Brokerage
  • Any investment service experience-even basic-will accelerate your onboarding on the 30% side
  • Familiarity with EOS (Entrepreneurial Operating System)

You'll Fit Here If You
Are proud of your insurance expertise and want to bring it somewhere it's genuinely valued-not treated as an afterthought
Stay composed under pressure and bring steadiness to your team
Are detail-driven and take pride in getting things right the first time
See the opportunity to build something-not just fill a seat
Communicate clearly, follow through, and don't leave loose ends
Understand that being direct is being kind-and you use your voice to help us grow
Are open to learning the investment side of the business and growing into a well-rounded financial services professional
Compensation & Benefits
$55,000-$95,000 base salary depending on experience and licensing
Tiered incentive plan (up to 15% of base salary at the highest tier)
Paid Medical, Vision, and Dental benefits
Structured PTO program
401(k) with employer match
4-week paid sabbatical every 3 years
In-person or hybrid flexibility based on location
Firm-sponsored licensing support if you're adding Series 7 or 66
Defined growth path-we promote from within and invest in your development
Our Core Values
This is what drives how we work:
Scrappy - We don't wait for perfect. We make it happen.
Stronger United - No egos. Just teammates.
Excellence - We raise the bar.
Unyielding Integrity - We do the right thing, even when it's hard.
Want In?
Send us your resume AND COVER LETTER about why this role feels right for you. We'll invite selected applicants to an asynchronous interview to get to know you better.
We're not perfect. Things break. But we don't waste time pointing fingers. We solve it, fix the root issue, and move forward stronger.
All candidates must be able to pass a background check and complete USCIS I-9 eligibility verification.

Apply