Knowledgeable of traditional insurance and variable annuities available under our selling agreements 1. Variable Annuities with living benefits 2. Equity Indexed Annuities 3. Immediate Annuities 4. ...
Knowledgeable of traditional insurance and variable annuities available under our selling agreements 1. Variable Annuities with living benefits 2. Equity Indexed Annuities 3. Immediate Annuities 4. ...
Actuary, Variable Annuity & RILA Valuation
Radnor, PA · Hybrid
$108K - $195K/yr
Develop modeling software expertise in GGY-AXIS for variable annuities and RILA products. Build on existing automation efforts within Dataiku, Tableau and Appian to increase efficiency, reduce the ...
Actuary, Variable Annuity & RILA Valuation
Radnor, PA · Hybrid
$108K - $195K/yr
Develop modeling software expertise in GGY-AXIS for variable annuities and RILA products. Build on existing automation efforts within Dataiku, Tableau and Appian to increase efficiency, reduce the ...
AVP, Actuarial Financial Reporting - Hybrid
Boston, MA · On-site
$140/hr
Well-respected Life client is in search of a talented Actuary who will lead the valuation & financial reporting for the Variable Annuities blocks of business. Additional responsibilities include ...
AVP, Actuarial Financial Reporting - Hybrid
Boston, MA · On-site
$140/hr
Well-respected Life client is in search of a talented Actuary who will lead the valuation & financial reporting for the Variable Annuities blocks of business. Additional responsibilities include ...
Actuary, Variable Annuity & RILA Valuation
Radnor, PA · Hybrid
$108K - $195K/yr
Requisition #: 76034 The Role at a Glance In this role, you will produce the quarterly and monthly valuations for Lincoln's variable annuities and RILA blocks of business, and partner with internal ...
Actuary, Variable Annuity & RILA Valuation
Radnor, PA · Hybrid
$108K - $195K/yr
Requisition #: 76034 The Role at a Glance In this role, you will produce the quarterly and monthly valuations for Lincoln's variable annuities and RILA blocks of business, and partner with internal ...
Actuary, Variable Annuity & RILA Valuation
Radnor, PA · On-site
$108K - $195K/yr
Requisition #: 76034 The Role at a Glance In this role, you will produce the quarterly and monthly valuations for Lincoln's variable annuities and RILA blocks of business, and partner with internal ...
Actuary, Variable Annuity & RILA Valuation
Radnor, PA · On-site
$108K - $195K/yr
Requisition #: 76034 The Role at a Glance In this role, you will produce the quarterly and monthly valuations for Lincoln's variable annuities and RILA blocks of business, and partner with internal ...
Sr. Customer Service Rep II - Annuities
$16.75 - $23/hr
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Sr. Customer Service Rep II - Annuities
$16.75 - $23/hr
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Sr. Customer Service Rep II - Annuities
$20 - $27.50/hr
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Sr. Customer Service Rep II - Annuities
$20 - $27.50/hr
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Sr. Customer Service Rep II - Annuities
Tulsa, OK · On-site +1
$16.50 - $22.75/hr
... variable annuities, errors, application & contract discrepancies and processing delays. • Educate Financial Service Representatives on market requirements, processes, contract provisions and ...
Sr. Customer Service Rep II - Annuities
Tulsa, OK · On-site +1
$16.50 - $22.75/hr
... variable annuities, errors, application & contract discrepancies and processing delays. • Educate Financial Service Representatives on market requirements, processes, contract provisions and ...
Actuarial Associate (Charlotte, NC (Hybrid) or Remote)
Charlotte, NC · On-site +1
$100 - $125K/hr
Own the monthly production of asset results for variable annuities and Shield products in the PathWise environment; support the production of attribution results, sensitivity grids, and ad hoc runs.
Actuarial Associate (Charlotte, NC (Hybrid) or Remote)
Charlotte, NC · On-site +1
$100 - $125K/hr
Own the monthly production of asset results for variable annuities and Shield products in the PathWise environment; support the production of attribution results, sensitivity grids, and ad hoc runs.
Actuarial Associate (Charlotte, NC (Hybrid) or Remote)
Charlotte, NC · On-site
$100 - $125K/hr
Own the monthly production of asset results for variable annuities and Shield products in the PathWise environment; support the production of attribution results, sensitivity grids, and ad hoc runs.
Actuarial Associate (Charlotte, NC (Hybrid) or Remote)
Charlotte, NC · On-site
$100 - $125K/hr
Own the monthly production of asset results for variable annuities and Shield products in the PathWise environment; support the production of attribution results, sensitivity grids, and ad hoc runs.
Financial Services Representative - State Farm Agent Team Member
Miami, FL · On-site
$50K - $70K/yr
Florida 2-15 Life, Health, Variable Annuities License
Quick apply
Financial Services Representative - State Farm Agent Team Member
Miami, FL · On-site
$50K - $70K/yr
Florida 2-15 Life, Health, Variable Annuities License
Own the monthly production of asset results for variable annuities and Shield products in the PathWise environment; support the production of attribution results, sensitivity grids, and ad hoc runs.
Own the monthly production of asset results for variable annuities and Shield products in the PathWise environment; support the production of attribution results, sensitivity grids, and ad hoc runs.
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Head of Accounting Policy and Controls
Manhattan, NY · On-site
$200K - $300K/yr
Maintain accounting policies across a wide range of investment classes and liabilities (variable annuities, fixed indexed annuities, payout annuities, universal life) across a wide range of bases of ...
Head of Accounting Policy and Controls
Manhattan, NY · On-site
$200K - $300K/yr
Maintain accounting policies across a wide range of investment classes and liabilities (variable annuities, fixed indexed annuities, payout annuities, universal life) across a wide range of bases of ...
Customer Support Representative - Insurance Annuities
$16.25 - $22.25/hr
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Customer Support Representative - Insurance Annuities
$16.25 - $22.25/hr
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Customer Support Representative - Insurance Annuities
Plano, TX · On-site
$15.25 - $20.75/hr
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Customer Support Representative - Insurance Annuities
Plano, TX · On-site
$15.25 - $20.75/hr
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Customer Support Representative - Insurance Annuities
Plano, TX · On-site
$15.25 - $20.75/hr
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Customer Support Representative - Insurance Annuities
Plano, TX · On-site
$15.25 - $20.75/hr
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Customer Support Representative - Insurance Annuities
$16.25 - $22.25/hr
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Customer Support Representative - Insurance Annuities
$16.25 - $22.25/hr
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Customer Support Representative - Insurance Annuities
Ashburn, VA · On-site
$16.25 - $22.25/hr
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Customer Support Representative - Insurance Annuities
Ashburn, VA · On-site
$16.25 - $22.25/hr
Research and respond to questions regarding status updates, policy provisions of fixed and variable annuities, errors, application & contract discrepancies and processing delays. * Educate Financial ...
Variable Annuities information
See salary details
$39K - $46.3K
3% of jobs
$46.3K - $53.5K
8% of jobs
$53.5K - $60.8K
1% of jobs
$60.8K - $68.1K
4% of jobs
$68.1K - $75.4K
6% of jobs
$76.5K is the 25th percentile. Wages below this are outliers.
$75.4K - $82.6K
12% of jobs
The median wage is $88.5K / yr.
$82.6K - $89.9K
19% of jobs
$89.9K - $97.2K
17% of jobs
$99.6K is the 75th percentile. Wages above this are outliers.
$97.2K - $104.5K
14% of jobs
$104.5K - $111.7K
9% of jobs
$111.7K - $119K
6% of jobs
$39K
$87.2K
$119K
How much do variable annuities jobs pay per year?
What are some common challenges faced by professionals working in variable annuities, and how can they be addressed?
What are variable annuities?
What is the difference between Variable Annuities vs Financial Advisors?
| Aspect | Variable Annuities | Financial Advisors |
|---|---|---|
| Credentials | Licenses such as Series 6, 7, 63, 65/66, and state insurance licenses | Series 7, 66, 65, CFP, or CFA certifications |
| Work Environment | Insurance companies, financial firms, or independent agencies | Financial planning firms, banks, or independent practice |
| Industry Usage | Offer investment products and retirement solutions | Provide financial planning, investment advice, and portfolio management |
While Variable Annuities are insurance products offering investment options for retirement, Financial Advisors are professionals providing comprehensive financial planning and investment advice. Both roles often collaborate but serve different functions within the financial industry.
What are the key skills and qualifications needed to thrive as a Variable Annuities Specialist, and why are they important?

Full-time
Life, Retirement
Posted 14 days ago
Job description
Â
Basic Function:  Maintain a comprehensive awareness of Company's Traditional Insurance (life, LTC and DI) and Annuity product offerings and industry trends, and be able to respond and coordinate to financial advisors specific requests for information. Assist with promotion in combination with leveraging expertise in annuities. Partner with financial advisors to determining product suitability. Act as a liaison between the field, branch staff, marketing, asset management and compliance. Meet with branches to facilitate communication and enhance knowledge of specific product offerings.  Identify training resources for financial advisors and Company staff. Coordinate with Sales and Marketing staff of product providers.
Responsibilities:Â
A.  Provide education
1. Coordinate continuing education for branch tours, retreats and regional meetings and other Company training opportunities
2. Gather research and analysis as directed on annuities and financial markets.
3.  Provide advice on product suitabilityÂ
B. Knowledgeable of traditional insurance and variable annuities available under our selling agreements
1.  Variable Annuities with living benefits
2.  Equity Indexed Annuities
3.  Immediate Annuities
4.  Fixed Annuities with and with out retirement contribution
5.  Crump/ Fixed AnnuitiesÂ
6. Traditional insurance (life, LTC and DI)
C.   Point Person for Field concerning product and sales questions regarding traditional insurance and annuities.
1. General compliance and regulatory inquiries
2.Commission and licensing questions
3. Collaborate with Marketing and product wholesalers to communicate product changes to financial advisors      Â
4. Work with financial advisors and wholesalers to stay aware of the most updated and best sales material.               Â
5. Promote use of annuity and insurance software
D. Make recommendations, and provide detailed analysis and reports to management on traditional insurance and annuity sales trendsÂ
E. Research and Development     Â
1. Electronic transaction data for major traditional insurance annuity providers     2. No Load Annuities platform     Â
3. New Annuities Software     Â
4. Retirement income evaluator     Â
5. Penalties and Free OutÂ
F. Maintain insurance company relationship     Â
1.  Selling agreements and key accounts     Â
2. Commissions and Products    Â
3. Wholesalers    Â
4. Annuity meetings     Â
G. Act as a consultant for the Compliance Department     Â
1. Assist with investigating and researching traditional insurance and annuity related complaints     Â
2. Suitability Reviews     Â
3. Compliance Memorandums     Â
4. Exception Reports
Required:Â Â Â Â
- Knowledge of Traditional Insurance, Annuities and other investments.
- Extensive spreadsheet (MS Excel), database (MS Access), and word processing (MS Word) applications knowledge.
- Experience with Microsoft Visual Basic and the development of Excel Macros
Skills:
Strong presentation skills
Ability to interact with people at all levels
Strong problem solving skills
Detail oriented
Ability to manage multiple tasks while still meeting required deadlines
Organizational and time management skills
Flexibility
Customer service orientation
Ability to understand new concepts quickly and communicate them to others          Â
Education/Training:
Bachelor's degree in Finance or Business or equivalent work experience
Insurance License preferred
Field and Wholesale experience
Financial Advisor with clients preferredÂ
Registration/Certification:
Series 6 or 7 preferred Â
Physical and Other Requirements:
Travel required approximately 25% of the time.
Compensation for this role will be commensurate with experience. To apply with interest, please provide an updated MSWord version of your resume and salary range to James Lombardo at [email protected]
I look forward to hearing from you,
James Lombardo
[email protected]
About CCI Consulting
Sourced by ZipRecruiter
Company size
51 - 200 Employees
Headquarters location
Blue Bell, PA, US
Year founded
1988