1w
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Annuity Account Manager
United States
RemoteFull Time
5+ YOEManage third-party distribution relationships, drive annuity sales, support onboarding/product launches, strong annuity product knowledge, 5+ years experience, willing to obtain FINRA licenses.
CRM, Microsoft Office
1w
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Annuity Insurance Associate
Philadelphia, Pennsylvania, United States
HybridFull Time
1+ YOEProcess annuity operations tasks, perform reconciliations, correspond with advisors and carriers, support onboarding, and participate in system enhancements; bachelor's degree or equivalent and 1+ years annuities/insurance or investment experience preferred.
Microsoft Office
2w
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AVP, Annuity Pricing
United States
RemoteFull Time
10+ YOEFellow of the Society of Actuaries and CERA preferred, 10+ years actuarial experience in annuity pricing, bachelor in actuarial science or mathematics, proficiency with MG-ALFA or AXIS, strong analytical and communication skills.
MG-ALFA, AXIS
2w
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Annuity Market Analyst
Durham, North Carolina, United States
HybridFull Time
3+ YOEBachelor's degree,3+ years in financial services (annuity/retirement experience preferred),strong analytical and communication skills,Excel and business case experience;MBA preferred.
Microsoft Excel
3mo
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Life - Annuity Case Manager
Fairfield, Ohio, United States
$17-$24/hr OnsiteFull Time
3+ YOEManage annuity case submissions; handle 1035 transfers; audits; regulatory reporting; knowledge of IRAs and annuity products.
Lifepro, suitability tracking, exclusion ratio calculations
2w
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Regional Annuity Specialist
Lone Tree or Westlake
$95k-$140k/yr OnsiteFull Time
Subject-matter expertise in annuity products, FINRA Series 6/7 and Series 63 required, strong client relationship and cross-functional collaboration skills, organized and able to manage multiple priorities.
1d
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Annuity Suitability Review Consultant
Urbandale, Iowa, United States
HybridFull Time
Experience in annuity suitability and annuity operations, strong judgment and communication, ability to manage multiple workstreams, and familiarity with compliance and insurance workflows.
3w
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Annuity Marketing Strategist
Newport Beach or Omaha
$113k-$139k/yr OnsiteFull Time
5+ YOE5+ years product marketing experience in financial services; annuity experience preferred; develop integrated marketing plans, create pitch decks and email journeys, communicate across levels, and apply data-driven insights.
1w
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Senior Manager, Annuity Product Management
Boston, Massachusetts, United States
$89k-$180k/yr OnsiteFull Time
5+ YOEBachelor's degree,5+ years annuity/insurance experience,expert Excel,strong communication and project management,deep annuity product knowledge,ability to influence cross-functional teams.
Microsoft Excel
2w
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Annuity Reinsurance Admin Analyst
United States
HybridFull Time
1+ YOEBachelor's in accounting or finance,1+ year reinsurance or financial reporting experience,knowledge of annuity treaties,Excel proficiency,strong communication and analytical skills.
Microsoft Excel
1mo
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Supervisor, Annuity Adminstration & Claims
Zionsville, Indiana, United States
HybridFull Time
5+ YOE2+ Mgmt5+ years operations/annuity experience preferred, 2+ years supervisory experience required; strong knowledge of annuity contracts, claims and in-force administration, regulatory compliance, leadership and process improvement skills.
3mo
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Director Life & Annuity Operations
Addison or Montpelier
$109k-$160k/yr OnsiteFull Time
10+ YOE10+ years of operational leadership in annuity/life operations; bachelor's degree; strong leadership and collaboration; travel between campuses; background check.
1w
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Annuity Solutions Director (Hybrid - United States)
Denver, Colorado, United States
$136k-$160k/yr HybridFull Time
10+ YOEBachelor's degree and 10+ years experience in annuities/retirement income or related fields; deep annuity product knowledge; product management and due-diligence experience; carrier relationship management; Series 7/6 and insurance licensing; Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1d
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Annuity Operations & Product Specialist
Dallas, Texas, United States
OnsiteFull Time
2+ YOE2+ years in annuity operations, licensing/contracting or advisor services; strong organization, communication, analytical skills; CRM and reporting experience; Microsoft Excel proficiency.
CRM, Microsoft Excel, Microsoft Office
2mo
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Vice President, Divisional Annuity Specialist
Jersey City, New Jersey, United States
$125k-$215k/yr OnsiteFull Time
5+ YOE5 years in financial services with annuity sales; FINRA 7 and 66; Life & Health insurance license; Bachelor's degree preferred; strong relationship and communication skills; multitasking ability.
3w
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Head of Annuity Distribution
United States or Puerto Rico
$158k-$225k/yr RemoteFull Time
10+ YOE10+ Mgmt10+ years leadership experience in annuity/retirement distribution, proven sales and partnership development, ability to lead high-performing teams, travel up to 75%, able to work remotely from US or Puerto Rico, must not require sponsorship.
Salesforce, Firelight, AnnuityNet, Pershing
2w
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Internal Annuity Wholesaler
Saint Paul, Minnesota, United States
$50k-$90k/yr HybridFull Time
FINRA Series 6/63 and state life/health license (or ability to obtain within 6 months), strong sales and communication skills, self-starter, Salesforce experience preferred.
Salesforce CRM
2w
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Senior Annuity & Insurance Supervision Officer
Milwaukee, Wisconsin, United States
OnsiteFull Time
Deep expertise in annuity and insurance supervision, regulatory requirements, risk management; FINRA and life/health licenses; strong communication, judgment, analytical and supervisory skills.
Microsoft Excel, Microsoft Word, Adobe Acrobat
4w
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Director of Life and Annuity
De Pere or United States
RemoteFull Time
Active life and health insurance license, meaningful life or annuity sales/wholesale experience, demonstrated personal production and ability to recruit and develop independent agents, strong communication and presentation skills.
2mo
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Internal Annuity Consultant
Troy, Michigan, United States
HybridFull Time
3+ YOEAssociate’s degree and 3-6 years financial industry experience; Series 7/Series 6 and/or state licenses preferred; strong sales and presentation skills.
Mobius, Zephyr, Morningstar, Broker/dealer systems
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