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60 Advisor Group Sales Manager Jobs Hiring Near You

Advisor Group

IA Processing Specialist

Atlanta, GA · On-site

$48K - $50K/yr

Keys: Financial Services, Investment Advisory, WMP (Envestnet), Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer ...

Advisor Group

Client Support Representative

La Vista, NE · On-site

$50K - $55K/yr

Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...

Advisor Group

Sr. IT Project Manager

Scottsdale, AZ · On-site

$120K - $124K/yr

Current Employees and Contractors Apply Here Osaic Careers Technology Enablement Opportunity in Financial Services IT Project Manager (Infrastructure and Security) Location(s): Atlanta: 2300 Windy ...

Advisor Group

Client Support Specialist

La Vista, NE · On-site

$45K - $48K/yr

Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...

Advisor Group

Supplier Manager

Scottsdale, AZ · On-site

$100K - $125K/yr

The Supplier Manager position will perform and support supplier engagements for internal customers throughout the supplier lifecycle. Utilize and guide stakeholders through established processes and ...

Advisor Group

Equity Trader

La Vista, NE · On-site

$53K - $65K/yr

... managing risk, along with providing educational and trade platform navigational guidance. A ... Service the trading needs of representatives for the Osaic Advisor Network * Process and facilitate ...

Advisor Group

Receptionist

Fresno, CA · On-site

$15.75 - $20.50/hr

Join Veater Financial Group (VFG) as a welcoming and professional presence at the front of the ... With supervisor, manage the client scheduling process, assuring periodic client reviews occur ...

Advisor Group

Sr. IA Support Specialist

Scottsdale, AZ · On-site

$62K/yr

Support and manage Level 2 communication channels, including the L2 inbox , IA Support Group inbox , and escalation requests from Financial Professionals * Practice de-escalation abilities and ...

Advisor Group

Storage Engineer I

La Vista, NE · On-site

$60K - $79K/yr

Manage and maintain software and firmware levels of systems on a regular basis. Secondary ... Knowledge of Microsoft clustering, Active Directory, Group Policy, DNS, and Windows networking

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Infographic showing various Sales Manager job openings at Advisor Group in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 62% Physical, and 38% Hybrid job distribution.

Director, Annuity & Insurance Product Due Diligence

Advisor Group

Scottsdale, AZ • On-site

$125K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 19 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Annuity & Insurance Product Due Diligence Opportunity in Financial Services
Director, Annuity & Insurance Product Due Diligence
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
850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312
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: $125,000 - $150,000 per year + annual performance based 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: https://careers.osaic.com/Benefits.
Summary:
Osaic is seeking a Director, Annuity & Insurance Due Diligence to lead and execute the firm's due diligence, governance, and lifecycle monitoring of annuity and insurance products. This leader is responsible for ensuring all products meet the firm's regulatory, fiduciary, and risk management standards, while supporting a high-quality and competitive product shelf for Osaic's advisor network.
This role serves as a trusted authority on annuity and insurance product evaluation, bringing disciplined, data-driven analysis and a strong focus on client outcomes. The Director will partner cross-functionally to deliver consistent, rigorous, and well-documented diligence practices that support informed decision-making and effective risk oversight.
Education Requirements:
Master's Degree is preferred, Bachelor's Degree from accredited university.
Responsibilities:
Annuity & Insurance Product Due Diligence & Governance
  • Lead end-to-end due diligence and approval processes for annuity and insurance products, including variable, fixed, indexed annuities, and life insurance solutions.
  • Conduct rigorous quantitative and qualitative assessments of product design, guarantees, crediting methodologies, fees, insurer financial strength, liquidity, and associated risks.
  • Evaluate products based on client outcomes, suitability, and risk-return characteristics across a variety of use cases (e.g., income generation, accumulation, protection).
  • Prepare clear, well-supported recommendations for Product Review / Governance Committees.
  • Maintain consistent diligence methodologies, scorecards, and documentation aligned with regulatory expectations and internal standards.

Ongoing Monitoring & Risk Oversight
  • Establish and manage ongoing monitoring frameworks for annuity and insurance products across the product lifecycle.
  • Track insurer financial strength, ratings changes, product performance, crediting adjustments, and contractual updates.
  • Monitor regulatory developments impacting annuity and insurance products, including evolving suitability and disclosure requirements.
  • Lead escalation and remediation actions, including product restrictions, guidance updates, or product exits when risk profiles change.
  • Ensure robust reporting, transparency, and audit-ready documentation for internal stakeholders and regulatory review.

Carrier Evaluation & Product Insights
  • Engage with insurance carriers for product evaluation and due diligence purposes, including product structure, underwriting, and operational capabilities.
  • Assess insurer financial strength using ratings frameworks (e.g., AM Best, S&P, Moody's) and broader balance sheet considerations.
  • Evaluate service models, operational efficiency, and policyholder experience as part of product suitability and risk assessment.
  • Provide insights to Product Management on product positioning, competitiveness, and opportunities for enhancement.

Regulatory & Compliance Partnership
  • Serve as a subject matter expert on annuity and insurance products for audits, exams, and internal reviews.
  • Ensure alignment with FINRA, SEC, Reg BI, and applicable state insurance regulatory requirements.
  • Partner with Compliance, Legal, and Risk teams to maintain policies and procedures governing product approval, monitoring, and use.
  • Support supervisory frameworks and guidance for advisors to ensure appropriate product usage and suitability.

Operational Excellence & Process Improvement
  • Enhance diligence processes through improved tools, data utilization, and workflow efficiencies.
  • Develop and track KPIs related to product performance, risk outcomes, and advisor adoption.
  • Support automation and scalability initiatives within the due diligence function.
  • Ensure depth and rigor of analysis are appropriately calibrated to product complexity and risk profile.

Basic Requirements:
  • 5-10+ years of experience in annuity and/or insurance product due diligence, product management, or research within a broker-dealer, insurer, or wealth management firm.
  • Deep expertise in annuity products (variable, fixed, indexed) and life insurance solutions.
  • Strong understanding of insurer financial strength analysis and ratings methodologies (e.g., AM Best, S&P, Moody's).
  • Knowledge of regulatory frameworks, including FINRA, SEC, Reg BI, and state insurance regulations.
  • Experience presenting to governance committees and influencing cross-functional stakeholders.
  • Strong analytical, communication, and stakeholder management skills.

Preferred Requirements:
  • Professional designations such as CFA, CFP, CLU, ChFC, or similar.
  • Experience working across both broker-dealer and advisory/RIA platforms.
  • Familiarity with retirement income planning and protection strategies.
  • Experience improving or scaling diligence processes through technology and data.
  • Series 6/7
Current Employees and Contractors Apply Here
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About Advisor Group

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Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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