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Remote Variable Annuity Jobs (NOW HIRING)

Curative HR LLC

Account Executive - North Texas

Austin, TX · On-site +1

$90K - $100K/yr

PREFERRED EXPERIENCE/SKILLS Bilingual in English and Spanish REQUIRED LICENSES State Health, Life and Variable Annuity license. EXPECTED HOURS OF WORK/TRAVEL This is a full-time remote position, and ...

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Remote Variable Annuity information

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 the key skills and qualifications needed to thrive as a remote variable annuity specialist?

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 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.

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The most popular types of Variable Annuity jobs are:

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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 August 2026, with employment types broken down into 2% As Needed, 77% Full Time, 19% Part Time, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution.

Retirement - Regional Sales Specialist

T Rowe Price

Colorado Springs, CO • Remote

Full-time

Re-posted 28 days ago

Key responsibilities

  • Develop and maintain relationships with Retirement Plan Advisors, External Wholesalers, and Insurance partners within the assigned region.

  • Proactively prospect and engage with targeted Retirement Plan Advisor prospects and cross-sell to advisors and insurance partners to generate new business.

  • Manage territory by identifying opportunities, tracking sales performance, and developing client service plans to support sales and growth objectives.

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Role Summary

This role is a full-time teleworker role open to candidates currently residing in CO, MN, or IL.

The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned territories serving as the primary sales resource for prospecting and relationship management engagements to segmented Retirement Plan Advisors and B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel.

In this specialized role the RSS maintains a highly leveraged sales and relationship management intersection to optimally engage this broad client landscape with elevated frequency because of the RSS sales resource capabilities.

Responsibilities

  • Relationship Management:The Regional Sales Specialist works to optimize client coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented Retirement Plan Advisors, External Wholesalers and Insurance partners. These intermediary client constituents are strategically targeted because of their essential point-of-sale influence to defined contribution plans. The incumbent is personally accountable to increase TRP investment flows, elevate TRP brand awareness and foster client loyalty through the consultative engagement and promotion of TRP investments and collateral sales resources by means of proactive outbound call initiatives, e-mail campaigns and other conventional forms of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. Accountable for maintaining a high level of industry knowledge, familiarity of the client's business strategy, product, and distribution structure. The function is benchmarked on internal and third-party satisfaction ratings, net new flows, new wins, call-profiling completed and other pertinent KPIs.
  • Business Development: Accountable for new business development with targeted Retirement Plan Advisor prospects within region or by cross-selling to advisors and insurance partners. The Role requires a high degree of investment and product knowledge, sophisticated prospecting skills and the ability to influence astute advisors and internal/external platform wholesalers. The incumbent works independently on most opportunities but also maintains ownership of collaborating in a regional partnership with their respective TPD external business partners to proactively identify sales opportunities and deepen overall territory management efficiencies. Serves as the main point of contact for highly leverageable intermediary client engagements.
  • Territory Management: The incumbent maintains ownership of prioritized clients developed in conjunction with DS management. Identifies key short and long-term opportunities and tracks territory sales measurements towards attainment of sales/service goals and overall growth of territory. Works with internal counterpart to develop annual client service plans for assigned clients within the region and monitors progress. Assesses territory client activity to identify trends, issues and opportunities. Partners with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement, Regional Sales Consultants to ensure consistency in delivery method and messaging. Strictly adheres to standard reporting practices to maintain and measure ongoing CRM data capture integrity.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND
  • 8+ years relevant work experience
  • This role requires FINRA Series 7 & 63 licenses
  • Willingness to travel 50-55% in sales territory required
  • This job is open to qualified candidates currently residing in CO, MN, or IL.

Preferred:

  • Advanced investment/product knowledge
  • Advanced oral and written communication skills
  • Advanced relationship management skills
  • Advanced phone and sales skills
  • Advanced interpersonal skills and goal-oriented personality
  • Advanced organizational skills
  • Team player

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

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