Annuities

Annuities Finance Jobs

9 jobs found

Financial Advisor

New York Life – Victor, NY Team Rochester, NY Hybrid

23d ago

$130k - $160k/yr Full time Marketing Advisor Annuities

Marketing Advisor Annuities

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Job Description

Overview

Our mission is to provide financial security and peace of mind through insurance, annuity, and investment solutions. We conduct ourselves with integrity and humanity in every interaction with policy owners, business partners, and colleagues. Grounded in confidence and humility, we serve as long-term stewards. We are here for good, reflecting both the enduring nature of New York Life and our commitment to doing the right thing in business and society. Our central purpose is to be there when policy owners need us. This role is part of the New York Life Victor, NY Team and offers a hybrid remote work arrangement in Rochester, NY.

Role and Career Opportunity

Join the New York Life team as a driven financial service professional dedicated to improving the lives of others. We aim to grow your career by making our broad range of financial products and services available to clients pursuing a sustainable path to a sound financial future.

Training, Support, and Professional Development

New York Life provides a comprehensive three-year training program, marketing resources, and prospecting plus technical assistance. You will have the opportunity to work alongside highly successful, established agents and managers who help you develop a clientele. As a Fortune 100 company, New York Life offers the resources and ongoing support you would expect.

About New York Life

New York Life is among the strongest and most respected financial companies in the world. It has earned the highest financial strength ratings currently awarded to any U.S. life insurer by four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution. New York Life has been recognized as one of Fortune Magazine’s World’s Most Admired Companies for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), an affiliated licensed insurance agency. New York Life is an equal opportunity employer M/F/D/V.

Affiliations and Compliance

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), an affiliated licensed insurance agency.

Compensation

Compensation: $130,000 - $160,000 yearly.

Benefits and Eligibility

Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

Vision and Mission

Vision: To be the Premier Financial Services Organization serving Central, Western, and Northern New York. Mission: We seek exceptional individuals, offering them a chance to cultivate a fulfilling and prosperous career that enhances both their financial security and the well-being of their clients. Through our ongoing dedication to the growth of our financial professionals, we empower them to achieve their personal and professional aspirations.

Location

Hybrid remote in Rochester, NY.

Equal Opportunity Employer

New York Life is an equal opportunity employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity

Perks & Benefits

Medical, Vision, and Dental Insurance
Flexible Spending Accounts for Healthcare
401(k) Savings Plan
Life Insurance
Long Term Disability Insurance
Job Training
Career Development
Marketing Tools

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Financial Advisor

Daybright Financial Butler County, PA

24d ago

$50k+/yr Full time Advisor Annuities Bachelor's Degree

Advisor Annuities Bachelor's Degree

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Job Description

Company overview

Daybright is one of the largest independently owned insurance brokerage firms in the United States, delivering a comprehensive suite of employee benefits, compliance, and HR consulting services in addition to retirement solutions for both private and public sectors. Established in 2008, the firm now serves more than three million participants nationwide across K-12, Corporate, and Government markets. For more information, please visit www.daybright.com.

Opportunity

Daybright is actively seeking a Financial Advisor or professionals to join the Individual Financial Solutions segment within the Kades-Margolis Corporation team. Openings are available in Pennsylvania, and this role is remote with most candidates residing in Pennsylvania counties including Berks, Blair, Butler, Huntington, Northern Bedford, Mercer, and Lawrence.

The Daybright advantage

The focus is on a stable, well-defined market with protected territories that provide ample opportunities without cold calling. Kades-Margolis Advisors dedicate time to building relationships with centers of influence, delivering group presentations, and meeting individuals one-on-one to discuss wealth management and retirement planning. As Advisors establish themselves, they may be trusted with existing client relationships to accelerate growth. The sales model emphasizes relationship-building and leveraging networking and presentation skills within an endorsed market niche where clients are already seeking guidance.

What you will enjoy

Unlimited compensation potential to expand your book of business with no cap on commissions
Transition opportunities with no cold marketing required
Remote field work arrangement
Collaborative opportunities with established Advisors and existing client relationships, while developing new ones
Marketing support to coordinate financial presentations, seminars, and client appreciation events
Affinity prospecting through relationships within the served markets to generate effective leads
Comprehensive, ongoing training and development covering systems, processes, products, and other role aspects
Strategic business planning with the Sales Management Team based on the individual advisor and territory
Initial licensing fees and E and O insurance paid for by Kades-Margolis
Client Service Support Center with a dedicated Client Service Representative for various client service needs
A culture that blends entrepreneurship with value-added benefits to support success

Job description

This role represents a distinctive worksite sales and marketing opportunity for the right Financial Advisor. Key responsibilities include:

Interviewing clients to determine current income and expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other data necessary to develop a financial plan
Assessing financial information to identify strategies that help clients meet their objectives
Selling financial products such as investment advisory services, annuities, mutual funds, and insurance (licenses required)
Engaging with the Pennsylvania education system to establish and cultivate relationships with centers of influence and employees to assist in retirement planning
Reviewing client accounts and plans regularly to determine if life changes, economic changes, or financial performance indicate a need for reassessment
Recommending strategies to help clients reach their goals, including cash management, insurance coverage, and investment planning
Building and maintaining a client base, keeping plans current, and continuously recruiting new clients
Answering client questions about the purposes and details of financial plans and strategies

The successful candidate will have

Bachelor’s degree (Finance or a related field preferred)
Excellent sales and communication skills
Self-motivated with the ability to work independently
Need to have or be willing to obtain (KMC will sponsor):
College Graduates: SIE completion or in process
Employed Candidates: Securities registration (FINRA SIE, Series 6 or 7 and 63, or 66). If licensed, must have a clean FINRA BrokerCheck
PA Life & Health Insurance license

Job details

Job Type: Full-time, Permanent
Base Pay: From $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Work Location: Remote

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Lead Financial Advisor

Vaco by Highspring Waukesha, WI

24d ago

$80k - $85k/yr Full time Advisor Annuities Bachelor's Degree

Advisor Annuities Bachelor's Degree

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Job Description

Vaco by Highspring is partnering with a growing financial planning firm in the Waukesha area to hire a Financial Advisor. This role is ideal for an advisor who enjoys relationship-based advising, comprehensive planning, and working with an established book of business, with no cold calling required.

Location: Waukesha, WI 53186

What You’ll Be Handling

Develop, present, and implement customized financial plans for clients
Provide comprehensive advice across investments, retirement, insurance, annuities, and long-term care strategies
Participate in firm-hosted workshops, seminars, and client presentations
Build and maintain long-term client relationships through proactive communication and planning
Manage and grow an existing book of business provided by the firm

Tools & Systems

CRM: Salesforce
Google Workspace
Mac-based environment

What We’re Looking For

Bachelor’s degree required
Active Series 65 or Series 66 and 7
Active Life and Health insurance license

What You Get

Established book of prospects provided
Competitive base compensation plus commission structure
Additional bonus opportunities
Supportive, collaborative leadership team
Modern office environment with complimentary food and amenities
Discretionary bonuses may be available; eligible for medical, dental, and vision benefits as well as the company’s 401(k) retirement plan

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Associate, Valuation

Vaco by Highspring Boston, MA

25d ago

$95k - $135k/yr Full time Actuarial Actuarial Modeling Annuities

Actuarial Actuarial Modeling Annuities

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Job Description

Overview

The role supports valuation and financial reporting for life insurance products. The incumbent will collaborate with a broader actuarial team to deliver timely reporting, perform detailed analyses, and review business performance. The level is determined by experience.

Location and Compensation

Location: Boston, MA 02109.

Work arrangement: Hybrid with a 3 days in the office and 2 days remote schedule.

Salary: $95,000 to $135,000 plus bonus and equity; compensation is flexible based on experience.

Key Responsibilities

Prepare and review statutory, tax, and GAAP reserves, along with related actuarial metrics.
Analyze changes in reserves and assess sensitivities across different reporting frameworks.
Investigate and explain key drivers of earnings and quarterly results.
Strengthen and maintain internal control processes to support accurate and compliant reporting.
Perform annual assumption reviews and evaluate the financial impact of potential updates.
Coordinate with modeling teams to implement model enhancements and updates.
Partner with data and technology teams to improve valuation systems and processes.
Assist with audits and provide support for regulatory reporting and inquiries.

Qualifications

FSA designation, progress toward FSA, or ASA with relevant experience.
Approximately 5 or more years of actuarial experience, ideally within life insurance or annuities.
Understanding of statutory and GAAP valuation principles is preferred.
Strong analytical thinking and problem-solving capabilities.
Effective communication skills, with the ability to present complex information clearly.
Demonstrated ownership, initiative, and attention to detail.
Collaborative and adaptable, with a proactive and positive approach to teamwork.

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Fast Track Management Program (Partner)

New York Life New Orleans, LA Hybrid

1mo ago

$90k - $175k/yr Full time Marketing Annuities Client Relationship

Marketing Annuities Client Relationship

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Job Description

Overview

New York Life offers an Accelerated Path to Management program designed to fast-track your career into leadership. From day one, we invest in your development, building skills in marketing, business development, and customer relationship management, and we provide you with the tools needed for a successful management track. This program is based in a hybrid remote arrangement in New Orleans, LA 70113.

What we’re looking for

We’re seeking driven individuals who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. If you can answer yes to one of the following, you may be a strong fit:

Sales or managerial experience in another industry
Previously ran your own business
Currently hold a Masters degree or higher

In the Accelerated Path to Management Program, you’ll begin as a financial professional, learning how to sell our products, build client relationships, and meet specific requirements before moving into a management role. You’ll then participate in a six-month intensive training program designed to position you for success as a manager, and to better understand how to recruit and coach others to reach their goals.

What we offer

Your first year

You’ll gain firsthand exposure to the role and daily activities of a financial professional by working in that capacity. We provide comprehensive training, access to digital tools, and a full product suite to support your development.

Training and resources

You will receive top-tier training that underscores the value of New York Life. In addition to this training and ongoing support, you’ll have access to resources to help you succeed day-to-day, including experts available to answer questions and a suite of digital sales, prospecting and marketing tools to attract and retain clients through web, social and email content.

Product solutions

You will learn about our robust products and services that help clients meet their financial goals. New York Life, along with its subsidiaries, offers a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products.

Your transition to Associate Partner

After meeting specific requirements within your first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We’ll help you lead and build your team of financial professionals. Throughout your career with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management.

Compensation

If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California, the salary range is $62,400–$150,000), plus you will be eligible for additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation designed to increase your income and reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,4 and a 401(k) savings plan.5 The average income among our 617 recruiters at all levels in 2024 was $285,000.

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protec

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Life Underwriter

AAA Life Insurance Company Livonia, MI Hybrid

1mo ago

Full time 401k Annuities Annuities

401k Annuities Annuities

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Job Description

Overview

AAA Life is a respected American brand dedicated to life insurance and annuity products since 1969. With over 1.8 million policies in force, we take pride in earning our policyholders’ trust and standing by families when they need us most. AAA Life fosters a diverse, equitable, and inclusive culture where every associate can belong, contribute uniquely, and thrive—bringing together talent, perspective, and collaboration to drive innovation and results.

We are seeking a Life Insurance Underwriter who will assess and classify risk for life insurance applications. The role involves evaluating medical history or physical condition, occupational hazards, financial background, insurable interest, and other pertinent information to decide on approval, modification, or denial. The underwriter will interact with the field sales team, customers, and vendors to gather necessary data and has authority to approve cases up to defined standard and substandard limits. Note: Mortgage underwriting experience will NOT be considered. The typical call volume is about 4–6 calls per day, with regular late-night work one day every other week and rotating Friday night late shifts about once per quarter.

What you’ll do

Evaluate and make acceptance or denial decisions for assigned life applications with face amounts up to $1,000,000 that are fully underwritten.
Ensure the collection of all information required for underwriting, including re-examinations, special exams, medical reports, database research, investigations, and laboratory studies.
Interpret MIB codes and generate data and reports for the Medical Information Bureau, requiring knowledge of MIB code meanings and procedures.
Provide support for contract changes and reinstatement underwriting as needed.
Develop training materials or presentations for underwriters or sales agents to support knowledge and performance.

Qualifications

2-year college degree in Finance, Business, or Economics.
1–2 years of Life Insurance industry experience (sales or strong life insurance sales support/training) required.
Knowledge of life and annuity sales highly preferred.
Proficiency with Microsoft Word, PowerPoint, and Excel.
Strong verbal and written communication skills with a focus on customer service.
Comfort with technology related to insurance system applications and data; effective in a collaborative team environment.
Proactive, self-motivated, and results-driven with the ability to work extended hours and weekends if required.
Independent thinker with creativity and initiative to pursue new opportunities; excellent organizational and follow-up abilities.
Ability to thrive in a fast-paced setting and operate as a team player.
Willingness to contribute as a team member, maintain high standards, and drive outcomes.

Work Schedule & Environment

Regular call activity averages 4–6 interactions per day with sales or clients.
Shifts may include extended hours and occasional weekend work as required.
Hybrid work environment supported by flexible scheduling where available.

Benefits

Pension and retirement plans
Medical, dental, and vision coverage
Paid time off
Paid parental leave
Hybrid work environment
401(k) plan
Support for community involvement
Various social programs and family-friendly benefits

Physical & Working Requirements

While performing duties, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, as well as talk, hear, and concentrate. Specific vision requirements include close vision, distance vision, depth perception, and the ability to adjust focus. The role requires performing duties described in the job duties and may include additional responsibilities as needed.

Job Details

Role: Life Underwriter
Location: Hybrid remote in Livonia, MI 48150
Job ID: 2026-2043
Type: Regular Full-Time
Openings: 1
Category: Underwriting

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Financial Services Professional (management fast track- MBA required)

New York Life Pasadena, CA

1mo ago

Full time MBA Annuities Fast

MBA Annuities Fast

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Job Description

Overview

New York Life Insurance Company is committed to prudent financial management and exceptional client service. We are seeking individuals with strong leadership potential to join our Fast Track Management Program, which provides an accelerated path to management within 12 months. This program places you in the role of a financial professional to build hands-on experience and, after meeting program requirements, you can advance to management as an Associate Partner.

As a financial professional, you’ll help clients formulate long-term financial strategies using a broad portfolio of products and services, including life insurance, fixed and variable annuities, and mutual funds. If you progress to Associate Partner, you’ll recruit and develop your own team of financial professionals. You’ll also participate in the six-month Associate Partner Training Program designed to equip you for success as a manager. Location: Pasadena, CA.

What you’ll do

Begin as a financial professional to gain hands-on experience with clients and products.
Meet program requirements to transition into management as an Associate Partner.
In the Associate Partner role, recruit and develop your own team of financial professionals.
Enroll in and complete the intensive six-month Associate Partner Training Program to prepare for leadership responsibilities.

Eligibility requirements

MBA completed within the previous 24 months, or
Prior management or business owner experience

Preferred skills

Life and Health License
FINRA registrations; Series 6 or 7 and Series 63
Previous sales experience

Why New York Life

We offer comprehensive training programs and a competitive compensation package, supported by dedicated teams at the General Office and Corporate Office to empower managers and their agents and communities. Our resources include:

NYLIC University training program, with tuition reimbursement for certain advanced professional designation courses.
Three highly skilled teams providing advanced markets support: the Advanced Planning Group; Eagle Strategies for qualifying agents who are Registered Representatives; and The Nautilus Group for qualifying agents who pay a monthly subscription fee.
A team of experienced product consultants to assist with client acquisition needs.

About New York Life

We are among the strongest and most respected financial institutions in the United States, consistently listed on the Fortune 100. New York Life has earned the highest possible financial strength ratings from the major rating agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For more than six decades, we have led the industry with the most US members of the Million Dollar Round Table, a benchmark for excellence in life insurance sales within the insurance and financial services sector.

NYLIFE Securities LLC and Eagle Strategies LLC are affiliated with New York Life. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

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Financial Services Professional (management fast track- MBA required)

New York Life Mobile, AL

1mo ago

Full time MBA Annuities Fast

MBA Annuities Fast

Senior Associate, Institutional Retirement Income Solutions

New York Life Jersey City, NJ Hybrid

1mo ago

$90k - $116k/yr Full time Senior Actuarial Annuities

Senior Actuarial Annuities

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