2

Remote Variable Annuity Jobs (NOW HIRING)

... Annuity products within the Independent Distribution Channel focused on Insurance Marketing ... This position is remote and does not require regular in-office presence. What you do: * Recruits ...

Professional experience in Distribution Finance, Life Insurance & Annuity Finance, or Broker Dealer ... Non-commuting Remote employees will not be assigned to report to a Company office location ...

next page

Showing results 1-20

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.

$20/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago


Key responsibilities

  • Provide front-line phone customer care support to policyholders, beneficiaries, agents, and internal customers regarding Life & Annuity products and policies.

  • Process transactions such as policy updates, beneficiary changes, premium adjustments, withdrawals, and other service requests.

  • Review and verify incoming documents for completeness and compliance with company and regulatory requirements.


Job description

Customer Care Associate

NTT DATA Services is seeking a Customer Care Associate to join our team. Customer Care Associate, providing customer care to Life Insurance policyholders, agents and other customers. Must live in Continental United States. This position is eligible for company benefits including medical, dental, and vision insurance with an employer contribution, flexible spending or health savings account, life and AD&D insurance, short- and long-term disability coverage, paid time off, employee assistance, participation in a 401k program with company match, and additional voluntary or legally required benefits. Pay for this role is $20.00hr.

The required schedule availability for this position is Monday-Friday 7:00 am to 7:00 pm (Central Time), Saturday (Central Time). Shift times may be changed as per client requirements. Additionally, overtime may be required based on business requirements.

Basic Qualifications:

  • 1 year experience (WAH) remote customer service (Call Center environment)
  • 1 year experience with call center KPI understanding
  • 1 year experience working in an office setting, multitasking online with multiple Microsoft Windows PC applications
  • Minimum High school diploma or GED.
  • Spanish Bilingual

Responsibilities:

  • Previous life insurance industry experience that required knowledge of life insurance and annuity policies where you handled calls from policy holders inquiring about payments, policy information, or claims to support callers with various questions on different life insurance products.
  • Providing front-line phone customer care support to policyholders, beneficiaries, agents, and internal customers.
  • Ensuring customer satisfaction (CSAT) and strive to meet service metrics.
  • Developing and maintaining a solid working knowledge of the insurance industry and of all products, services and processes performed by the team.
  • A typical day will likely involve fielding between 75 to 100 calls.
  • Communicating effectively and professionally with both internal and external customers to resolve questions and issues.
  • Collaborating with management or other team members as appropriate to proactively address service issues and concerns.
  • Attention to detail, accuracy, and accountability for your work product.
  • Provide timely and accurate support to customers, agents, and financial professionals regarding Life & Annuity products and policies.
  • Process transactions such as policy updates, beneficiary changes, premium adjustments, withdrawals, and other service requests.
  • Review and verify incoming documents for completeness and compliance with company and regulatory requirements.
  • Conduct information searches, fact-finding, and data gathering to resolve inquiries efficiently.
  • Research and resolve routine and recurring issues while escalating complex cases when necessary.
  • Maintain detailed records, track customer interactions, and ensure accurate data entry across systems.
  • Collaborate with internal teams to address service gaps and improve customer experience.
  • Ensure adherence to service-level agreements (SLAs) and quality benchmarks.
  • Strong ability to analyze, process, and validate transactions based on established rules and guidelines.
  • Demonstrated capability to integrate domain knowledge and act as a skilled specialist.
  • Solid understanding of Life & Annuities Variable, policy structures, and industry terminology.
  • Experience in a BPO, insurance operations, or customer service environment.
  • Excellent communication skills—both written and verbal.
  • Strong attention to detail with the ability to identify data inconsistencies.
  • Ability to troubleshoot and resolve routine operational issues.
  • Proficiency with customer service systems, workflow tools, and data entry platforms.

New hire must have a working device (such as cell phone or tablet) for the 2-Factor Authentication process. All new hires will be required to successfully complete our Call Center training classes and demonstrate proficiency of the material. Must pass drug screen. Must pass a background check with education check and employment verification check.

About NTT DATA: NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. Our consulting and industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in R&D. Whenever possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and effective support tailored to each client's needs. While many positions offer remote or hybrid work options, these arrangements are subject to change based on client requirements. For employees near an NTT DATA office or client site, in-office attendance may be required for meetings or events, depending on business needs. At NTT DATA, we are committed to staying flexible and meeting the evolving needs of both our clients and employees.