Annuity Specialist Jobs
Annuity Specialist jobs are open across insurance carriers, banks, and wealth management firms, from entry-level to senior and team lead, with specializations in fixed, variable, and indexed products, as well as benefits administration and retirement planning. Find a role that fits below and apply directly.
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See related jobsThis position will be hired on a SuccessFlex basis.
Work schedule: 3 days in office, 2 days remote
Work location: Plaza One (downtown Columbus)
This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.
#LI-LP1
Job Description Summary
Are you a data driven problem solver, focused squarely on attaining business goals? If you can take initiative, use both your analytical and creative abilities to make sound decisions and have a desire to solve challenges, we want to hear from you!As a Specialist, you'll work within broad limits on highly sophisticated assignments requiring specialized knowledge in area of expertise to collect, build and communicate data and recommendations. You will perform statistical analyses, prepare recommendations and monitor the company's competitive position. You'll maintain profiles of key competitors and partner with enterprise resources to acquire market, industry and consumer insights relative to business unit.
Job Description
Key Responsibilities:
Retrieves and manipulates data, responsible for suitability and accuracy of data.
Updates competitive intelligence and serves as subject matter authority on tools and reports; may be responsible for updating and validating sophisticated coding in various applications and/or vendor software.
Conducts analyses by selecting appropriate data sources and methods, makes assumptions, recognizes considerations and develops recommendations. May be asked to investigate hypothesis through additional research and analysis.
Works on special assignments as requested. May work on projects with little-to-no direction and be expected to develop project plans, requirements, timelines, deliverables, etc.
Communicates effectively with internal and external business partners in a variety of mediums. Shares analytical findings and trains users on tools and processes.
Uses relationships with business partners to achieve routine and more complex assignments. Makes presentations to corporate and senior leadership.
Participates in ad hoc analyses. More complex work is reviewed. Under appropriate supervision, applies data mining techniques to discover new relationships in the data. Participates in the project planning process.
Evaluates and documents new techniques, methodologies and software to support research projects. Develops project plans, with supervision, to support projects. May act as the lead for selected projects.
Participates on, and leads as assigned, interdisciplinary teams.
Serves as a resource in defined field for department and/or unit.
Provides training and technical advice to less experienced associates and individuals from other functional areas.
Completes applicable testing of company and competitor rates available through tools.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Manager/Director; this is an individual contributor role.
Typical Skills and Experiences:
Education: Bachelor’s degree in actuarial science, computer science, business, finance, mathematics, statistics, economics, management information systems or related field with a strong quantitative orientation preferred.
License/Designation/Certification: SAS Certification a plus. Insurance licenses or designations such as CPCU, ARM, CLU, ChFC, FLMI, CFP, NASD, etc. are also a plus.
Experience: Typically, five to eight years or more of demonstrated experience in a business unit (e.g., pricing, actuarial, product) or combined experience and educational equivalent. Programming and/or web development experience desired.
Knowledge, Abilities and Skills: Knowledge of mathematics, statistics and/or probability principles. Proven analytical skills and knowledge of product and terminology as well as competitive landscape in area of assignment. Proven work product accuracy and timeliness. Effective verbal/written communication skills. Demonstrated ability to comprehend and analyze competitive intelligence data, think logically and make observations or recommendations to business partners based on data. Ability to effectively use database software which may include SAS, SQL or other applications.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the Product/Pricing Officer/Executive and Human Resources.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Exempt (Not eligible)
Working Conditions: Normal office environment; overtime as required. Occasional travel as needed.
ADA: The above statements cover what are generally believed to the principal and essential functions of this job. Specific circumstances may allow or require some associates assigned to the job to perform a somewhat different combination of duties.
Credit/Background Check: Due to the fiduciary accountabilities within this job, a valid credit and/or background check may be required as part of the selection process.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule. The national salary range for Specialist, Competitive Intelligence : $79,500.00-$148,500.00 The expected starting salary range for Specialist, Competitive Intelligence : $79,500.00 - $119,500.00- Job Category Business Consulting & Analysis
- Position Type Full Time
- Posted 2026-11-06T14:12:26.806104+00:00
- Location(s) Ohio - Columbus, One Nationwide Plaza
- Line of Business
- Entity
- Recruiter
- Hiring Manager
- Experience Level
- Req ID 101229
This position will be hired on a SuccessFlex basis.
Work schedule: 3 days in office, 2 days remote
Work location: Plaza One (downtown Columbus)
This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.
#LI-LP1
Job Description Summary
Are you a data driven problem solver, focused squarely on attaining business goals? If you can take initiative, use both your analytical and creative abilities to make sound decisions and have a desire to solve challenges, we want to hear from you!As a Specialist, you'll work within broad limits on highly sophisticated assignments requiring specialized knowledge in area of expertise to collect, build and communicate data and recommendations. You will perform statistical analyses, prepare recommendations and monitor the company's competitive position. You'll maintain profiles of key competitors and partner with enterprise resources to acquire market, industry and consumer insights relative to business unit.
Job Description
Key Responsibilities:
Retrieves and manipulates data, responsible for suitability and accuracy of data.
Updates competitive intelligence and serves as subject matter authority on tools and reports; may be responsible for updating and validating sophisticated coding in various applications and/or vendor software.
Conducts analyses by selecting appropriate data sources and methods, makes assumptions, recognizes considerations and develops recommendations. May be asked to investigate hypothesis through additional research and analysis.
Works on special assignments as requested. May work on projects with little-to-no direction and be expected to develop project plans, requirements, timelines, deliverables, etc.
Communicates effectively with internal and external business partners in a variety of mediums. Shares analytical findings and trains users on tools and processes.
Uses relationships with business partners to achieve routine and more complex assignments. Makes presentations to corporate and senior leadership.
Participates in ad hoc analyses. More complex work is reviewed. Under appropriate supervision, applies data mining techniques to discover new relationships in the data. Participates in the project planning process.
Evaluates and documents new techniques, methodologies and software to support research projects. Develops project plans, with supervision, to support projects. May act as the lead for selected projects.
Participates on, and leads as assigned, interdisciplinary teams.
Serves as a resource in defined field for department and/or unit.
Provides training and technical advice to less experienced associates and individuals from other functional areas.
Completes applicable testing of company and competitor rates available through tools.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Manager/Director; this is an individual contributor role.
Typical Skills and Experiences:
Education: Bachelor’s degree in actuarial science, computer science, business, finance, mathematics, statistics, economics, management information systems or related field with a strong quantitative orientation preferred.
License/Designation/Certification: SAS Certification a plus. Insurance licenses or designations such as CPCU, ARM, CLU, ChFC, FLMI, CFP, NASD, etc. are also a plus.
Experience: Typically, five to eight years or more of demonstrated experience in a business unit (e.g., pricing, actuarial, product) or combined experience and educational equivalent. Programming and/or web development experience desired.
Knowledge, Abilities and Skills: Knowledge of mathematics, statistics and/or probability principles. Proven analytical skills and knowledge of product and terminology as well as competitive landscape in area of assignment. Proven work product accuracy and timeliness. Effective verbal/written communication skills. Demonstrated ability to comprehend and analyze competitive intelligence data, think logically and make observations or recommendations to business partners based on data. Ability to effectively use database software which may include SAS, SQL or other applications.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the Product/Pricing Officer/Executive and Human Resources.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Exempt (Not eligible)
Working Conditions: Normal office environment; overtime as required. Occasional travel as needed.
ADA: The above statements cover what are generally believed to the principal and essential functions of this job. Specific circumstances may allow or require some associates assigned to the job to perform a somewhat different combination of duties.
Credit/Background Check: Due to the fiduciary accountabilities within this job, a valid credit and/or background check may be required as part of the selection process.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule. The national salary range for Specialist, Competitive Intelligence : $79,500.00-$148,500.00 The expected starting salary range for Specialist, Competitive Intelligence : $79,500.00 - $119,500.00- Job Category Business Consulting & Analysis
- Position Type Full Time
- Posted 2026-11-06T14:12:26.806104+00:00
- Location(s) Ohio - Columbus, One Nationwide Plaza
- Line of Business
- Entity
- Recruiter
- Hiring Manager
- Experience Level
- Req ID 101229
See All 5 Annuity Specialist Jobs
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Find Annuity Specialist JobsAnnuity Specialist Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in annuity specialist jobs.
- Active state life and health insurance license or willingness to obtain one
- Experience processing or selling fixed, variable, or indexed annuity products
- Series 6, 63, 65, or 66 securities license depending on product type
- Proficiency with annuity administration platforms and CRM software
- Strong knowledge of suitability standards, surrender charges, and payout options
- Bachelor's degree in finance, business, or a related field preferred
Tips for Your Annuity Specialist Job Search
Lead your resume with product knowledge
Hiring managers for annuity specialist roles scan for specific product fluency fast. Name the annuity types you've worked with, fixed, variable, indexed, deferred, and pair each with a concrete outcome like a case count, retention metric, or suitability review volume.
Earn your Series 65 before applying
Many annuity specialist postings list a Series 65 or 66 as a minimum, not a preference. If you're still studying, note your expected exam date on your resume so recruiters don't screen you out before you get a chance to interview.
Apply early to roles that fit
Migrate Mate lists annuity specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by distribution channel
Annuity roles differ sharply depending on whether the employer sells through captive agents, independent brokers, or bank channels. Filter your search by channel type and tailor your resume to match, since the compliance requirements and sales motion vary enough to matter to interviewers.
Prepare for a suitability scenario interview
Most annuity specialist interviews include a client scenario where you walk through how you'd assess suitability for a specific product. Practice articulating surrender charge periods, payout options, and tax treatment out loud before you go in, not just on paper.
Negotiate your licensing reimbursement upfront
If you're moving from a non-annuity background, ask during the offer stage whether the employer covers state insurance licensing fees and continuing education costs. Many do, but only if you ask, and it's far easier to negotiate before you sign than after.
Annuity Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most annuity specialists?
The companies hiring the most annuity specialists right now include Corebridge, JPMorganChase, and Raymond James, with the largest share of openings in Ohio, Iowa, and New Jersey, based on current listings on Migrate Mate as of November 2026. Carrier-side roles tend to cluster in states with large retirement-age populations, while bank and broker-dealer positions are more evenly distributed nationally.
How many annuity specialist jobs are remote?
About 100% of annuity specialist openings are fully remote or hybrid as of November 2026, with remote arrangements most common in back-office administration, case management, and inbound service roles. Client-facing sales and suitability review positions are more likely to require in-person or branch-based work, particularly at bank and credit union employers.
How do you become an annuity specialist?
Start by earning a state life and health insurance license, which requires completing a pre-licensing course and passing a state exam. From there, most employers expect product-specific training on the annuity types they sell. Adding a securities license like the Series 6 or 65 broadens your eligibility for variable and advisory roles. Prior experience in insurance operations, financial services, or customer-facing sales accelerates the path considerably.
Can you get hired as an annuity specialist with little experience?
Yes, some employers hire candidates with limited annuity experience if they already hold an active insurance license and have a background in related financial services work. Entry-level annuity roles often focus on case management, new business processing, or inbound client service rather than sales. Demonstrating product literacy in the interview and showing you understand suitability basics can offset a shorter work history.
What does the annuity specialist interview process look like?
Most annuity specialist interviews run two to three rounds. The first is typically a phone screen covering your licensing status and product background. A second round usually includes a technical or scenario-based interview where you walk through a client suitability situation, explain product features, or describe how you'd handle a complaint. Final rounds at larger carriers may include a compliance or values-fit conversation with a manager or team lead.
Where can I find and apply to annuity specialist jobs?
You can find and apply to annuity specialist jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your licensing status, product background, and preferred work arrangement, then apply directly to each one that fits.
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