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60 Advisor Group Full Time Jobs Hiring Near You

Advisor Group

Fraud Analyst

Scottsdale, AZ · Hybrid

$65K - $75K/yr

Role Type: Full-time Salary: $65,000 - $75,000 per year + annual bonus Actual compensation offered ... The Fraud Analyst will collaborate with business partners across the organization, advisors ...

Advisor Group

Equity Trader

La Vista, NE · On-site

$53K - $65K/yr

Role Type: Full-time Salary: $53,000 - $65,000 per year+ annual performance-based bonus Actual ... Service the trading needs of representatives for the Osaic Advisor Network * Process and facilitate ...

Advisor Group

IAM Engineer II

Scottsdale, AZ · On-site

$120K - $140K/yr

Role Type: Full-time, Non-Exempt Salary: $120,000 - $140,000 per year + annual performance-based ... Ensure group based and role-based access is assigned accurately and timely. * Troubleshoot identity ...

Advisor Group

Financial Analyst II

Scottsdale, AZ · On-site

$63K - $90K/yr

Role Type: Full time Salary: $63,750 - $90,000 per year + annual performance-based bonus Actual ... and Technology solutions group. This role involves close collaboration with business unit ...

Advisor Group

IAM Engineer II

Scottsdale, AZ · Hybrid

$120K - $140K/yr

Role Type: Full-time, Non-Exempt Salary: $120,000 - $140,000 per year + annual performance-based ... Ensure group based and role-based access is assigned accurately and timely. * Troubleshoot identity ...

Advisor Group

Tax Analyst

Scottsdale, AZ · On-site

$80K - $100K/yr

Role Type: Full-time Salary: $80,000 - $100,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location ...

Advisor Group

Desktop Engineer I

La Vista, NE · On-site

$53K - $62K/yr

Applicants should be located at one of our hubs listed above and must be willing to work this schedule Role Type: Full time Salary: $53,000 - $62,000 per year + annual performance-based bonus Actual ...

Advisor Group

Regional Supervision Manager

Scottsdale, AZ · On-site

$70K - $80K/yr

Role Type: Full-time Salary: $70,000 - $80,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location ...

Advisor Group

Regional Supervision Manager

Scottsdale, AZ · On-site

$70K - $80K/yr

Role Type: Full-time Salary: $70,000 - $80,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location ...

Advisor Group

Senior Accountant

Scottsdale, AZ · On-site

$85K - $105K/yr

Role Type: Full-time Salary: $85,500 - $105,000 per year + annual performance bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including ...

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Infographic showing various Full Time job openings at Advisor Group in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 63% Physical, 31% Hybrid, and 6% Remote job distribution.

Annuity Case Designer, Highland Capital Brokerage

Advisor Group

Birmingham, AL • On-site

$55K - $63K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 21 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Operations Opportunity in Insurance Industry
Annuity Case Designer, Highland Capital Brokerage
Location(s): All Locations/ REMOTE
Role Type: Full time
Salary: $55,000 - $63,000 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: https://careers.osaic.com/Creative/Benefits.
Summary:
The Annuity Case Designer will work alongside the annuity sales teams in assisting financial professionals with annuity business. The role will be responsible for helping increase overall annuity sales. The incumbent must be able to work in a fast-paced environment and is able to adapt with change. This position could evolve into a full-time Regional Vice President in the future.
Education Requirements:
  • Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.
  • Life & Health Insurance License preferred

Responsibilities:
  • Provide pre-sales support to assigned annuity sales team that includes case design, running illustrations, summarizing annuity designs and concepts, current rates/caps, and assisting with electronic submission platforms
  • Complete annuity reviews by analyzing in-force policy data and making recommend changes or alternate plans to optimize performance of existing policies to generate new sales/revenue
  • Respond in a timely manner meeting company service levels for all service and solicitation requests
  • Have in-depth knowledge of various annuity products, including features, benefits, and pricing to effectively present them to financial professionals
  • Stay current on the competitive marketplace by participating in educational opportunities, attending webinars and any carrier offered strategies, talks, podcasts etc.
  • Answer overflow calls from the phone queue
  • Participate in email campaigns and webinars by following up on engaged prospects and writing financial professionals
  • Assist sales team by prospecting, setting appointments and follow up meetings
  • Log all activities (illustrations, calls, meetings, etc.) into Sales Force and store illustrations according to established protocols
  • Perform miscellaneous clerical duties, special projects, reporting, or by providing help wherever it's required

Basic Requirements:
  • Multi-carrier insurance product experience.
  • Excellent verbal and written communication skills to effectively present complex concepts
  • Ability to build strong, lasting relationships with producers/advisors through trust and rapport
  • Demonstrated experience with illustration software (e.g., Annuity Rate Watch, LUMA, Carrier Software).
  • High sense of urgency and ability to prioritize workload in a demanding environment.
  • Familiarity with Salesforce to manage activities, client information and leads

Preferred Requirements:
  • 3 or more years of sales/sales support experience in the annuity environment
  • Work towards completion of CLU or ChFC designations
  • Work towards completion of Series 6 and 63

Current Employees and Contractors Apply Here
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About Advisor Group

Sourced by ZipRecruiter

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

Social media

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