Remote Annuity Solutions Specialist

Griffin Distribution Partners; North Carolina; Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Remote flexibility

Incentive-based pay

Job summary

Griffin Distribution Partners in Raleigh, NC is growing its internal wholesaling team and seeks an Annuity Specialist. You’ll be the go-to resource for advisors bringing fixed, fixed indexed, and income annuities to clients, working side by side with sales and case management.

This full-time, remote role requires 3–5 years of annuity experience, a life and annuity license, Series 6/63 (Series 7/66 preferred), and strong communication as you manage illustrations, design cases, and CRM activity.

Qualifications

• Active life and annuity license in good standing (required).
• Securities: Series 6 and 63 required; Series 7 and 66 preferred.

Responsibilities

• Partner with financial advisors by phone and Zoom to identify client needs and recommend annuity solutions.
• Run illustrations and product comparisons across MYGAs, fixed indexed annuities, and income riders.
• Lead case design from first conversation through submitted business.
• Track carrier rates and product changes, sharing timely ideas with advisors.
• Help advisors navigate carrier requirements, suitability and the application process.
• Support marketing campaigns, webinars, and advisor events.
• Maintain accurate activity and pipeline records in our CRM.

Skills

Annuity knowledge

CRM experience

Remote work

Communication skills

Self-directed

Education

Life & Annuity license

Tools

Illustration software

CRM systems

Video meetings

Job description

Griffin Distribution Partners in Raleigh, NC is growing its internal wholesaling team and seeks an Annuity Specialist. You’ll be the go-to resource for advisors bringing fixed, fixed indexed, and income annuities to clients, working side by side with sales and case management.

This full-time, remote role requires 3–5 years of annuity experience, a life and annuity license, Series 6/63 (Series 7/66 preferred), and strong communication as you manage illustrations, design cases, and CRM activity.