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Variable Annuity Jobs (NOW HIRING)

The Sales Supervision Principal conducts suitability reviews of businesses requiring firm pre-approval, including, but not limited to, Variable Annuity (VA), Registered Index-Linked Annuity (RILA ...

The Sales Supervision Principal conducts suitability reviews of businesses requiring firm pre-approval, including, but not limited to, Variable Annuity (VA), Registered Index-Linked Annuity (RILA ...

The Sales Supervision Principal conducts suitability reviews of businesses requiring firm pre-approval, including, but not limited to, Variable Annuity (VA), Registered Index-Linked Annuity (RILA ...

The Sales Supervision Principal conducts suitability reviews of businesses requiring firm pre-approval, including, but not limited to, Variable Annuity (VA), Registered Index-Linked Annuity (RILA ...

The Sales Supervision Principal conducts suitability reviews of businesses requiring firm pre-approval, including, but not limited to, Variable Annuity (VA), Registered Index-Linked Annuity (RILA ...

The Sales Supervision Principal conducts suitability reviews of businesses requiring firm pre-approval, including, but not limited to, Variable Annuity (VA), Registered Index-Linked Annuity (RILA ...

Manage VM21 process for variable annuity product * Manage other projects as assigned What We're Looking For: * Bachelor's degree with major or minor in Actuarial Science or Mathematics * Fellow of ...

Director, Annuity Product Analysis

$238K - $249K/yr

Career Opportunity Role Title Director, Annuity Product Analysis Purpose of role This role is ... In addition to base pay, eligible employees may participate in a discretionary variable incentive ...

Investment Accountant

Omaha, NE · On-site +1

$46K - $65K/yr

Performs daily FTP upload of certain vital records of the Variable Annuity, subsidiaries and Foundation for business resumption purposes * Prepares reports for certain state insurance departments ...

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Variable Annuity information

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$11K

$78.3K

$118K

How much do variable annuity jobs pay per year?

As of Jun 12, 2026, the average yearly pay for variable annuity in the United States is $78,333.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $96,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals working with variable annuities, and how can they overcome them?

Professionals working with variable annuities often encounter challenges such as explaining the complexities of these products to clients and staying current with regulatory changes. Communicating the investment risks, fees, and living benefit features in a way that clients can easily understand requires both technical knowledge and strong communication skills. Staying up-to-date through ongoing training, leveraging educational materials, and collaborating with compliance and support teams can help address these challenges effectively. Building trust and maintaining transparency are key to fostering strong client relationships in this role.

What is a Variable Annuity job?

A Variable Annuity job typically involves working in the financial services industry, helping clients understand and invest in variable annuities. Professionals in this role may be financial advisors, insurance agents, or investment representatives who assess client needs, explain investment options, and manage annuity accounts. They must stay informed on market trends, regulations, and product features to guide clients in making informed decisions. Strong communication, analytical skills, and licensing (such as FINRA Series 6 or 7) are often required.

What are the key skills and qualifications needed to thrive in the Variable Annuity position, and why are they important?

To thrive in a Variable Annuity sales or specialist role, you need a strong understanding of financial products, especially annuities and retirement planning, often supported by relevant FINRA licenses such as Series 6 or 7 and state insurance licensing. Familiarity with CRM systems, illustration software, and compliance tools is essential for managing client portfolios and ensuring regulatory adherence. Excellent interpersonal, consultative, and communication skills help build trust and effectively guide clients through complex financial decisions. These capabilities are crucial for delivering tailored solutions, maintaining regulatory compliance, and achieving long-term client satisfaction and business success.

More about Variable Annuity jobs
What cities are hiring for Variable Annuity jobs? Cities with the most 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 Variable Annuity jobs? States with the most job openings for Variable Annuity jobs include:

Sales Supervision Principal

Osaic

La Vista, NE • Hybrid

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 21 days ago


Osaic rating

8.2

Company rating: 8.2 out of 10

Based on 8 frontline employees who took The Breakroom Quiz


Job description

Current Employees and Contractors Apply HereOsaic Careers

Supervision Principal Opportunity in Financial Services

Sales Supervision Principal

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time

Salary: $65,000 - $75,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:Osaic Benefits.

Summary:

The Sales Supervision Principal conducts suitability reviews of businesses requiring firm pre-approval, including, but not limited to, Variable Annuity (VA), Registered Index-Linked Annuity (RILA), and Fixed Indexed Annuity (FIA) initial purchases and replacements and non-traded alternative investment purchases. Under the guidance of the Department Manager, Team Lead, and/or Senior Trade Specialist, the Sales Supervision Principal researches and analyzes proposed transactions and documents findings, rationale, and provides approval/rejection decisions. Ensures business is processed in accordance with the firm's policies and procedures and in compliance with regulatory requirements to protect the client, the First Line Supervisor (FLS), and the firm.

Education Requirements:

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:

  • Ensures proper business and sales practices are followed by the daily review of all assigned transactions and works with the advisors to address deficiencies in submissions
  • Completes data entry into the Sales Supervision pre-approval platform and documents analysis, advisor communications, resolution of deficiencies, and conclusion
  • Provides a written recommendation of approval or rejection after a thorough suitability analysis is completed
  • Works with the Sr. Trade Specialist, Team Lead, and/or Trade Specialist Manager on escalated issues and rejections
  • Stays fully informed of firm rules, guidelines, and procedures, as well as regulatory changes
  • Monitors, reports and enforces internal controls to ensure compliance with industry standards and the firm's policies and procedures
  • Keeps timely workflow and ensures regulatory deadlines are met
  • Maintains an ongoing positive relationship with Advisors and First-Line Supervisors in collaboration with the Supervision of Regional Vice Presidents (SRVPs) and Regional Sales Managers (RSMs)
  • All other duties as assigned.

Basic Requirements:

  • Basic VA, RILA, FIA annuity & Alternative Investment knowledge
  • At least 1 - 2 years related experience
  • FINRA Series 7, Series 63 (or Series 66), and Series 24 (or Series 8 or 9/10) are required
  • Excellent written and verbal communication skills
  • Ability to effectively handle and prioritize multiple tasks in a fast-paced environment to meet defined deadlines
  • Analytical and problem-solving skills

Preferred Requirements:

  • FINRA Series 65 or Series 66 preferred
  • Life & Variable Insurance licenses preferred
Current Employees and Contractors Apply Here

About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016