Remote Senior Annuity Review Specialist

Apex Systems; Fort Mill (SC); Hybrid; USD 55,000 - 62,000; Full time

Benefits offered by this job

Benefits package

401K with company match

Job summary

Apex Systems is seeking a Supervisory Principal for a 6+ month contract role with a 100% remote configuration. The position requires active Series 7 and Series 24 or 9/10 licensing, 3+ years in annuity review, and strong client-facing communication. Expected hourly rate is $40–$45.

This role emphasizes fast-paced problem solving, collaboration, and precise follow-up. Work will center on accurate financial services oversight, formal communication with clients, and the use of Smartsheet, Excel,

Qualifications

• 3+ years of financial services experience specifically in annuity review.
• Prior experience in a client-facing role—comfortable on the phone and able to clearly explain complex issues and ask open-ended questions.
• Core Competencies: Customer Focus, Collaboration, Time Management & Organization, Excellent oral and written communication skills.
• Working knowledge of Smartsheet, Excel, Word, PowerPoint.

Skills

Client-facing

Phone communication

Open-ended questions

Time management

Organization

Oral and written communication

Problem-solving

Follow-up

Collaboration

Attention to detail

Tools

Smartsheet

Excel

Word

PowerPoint

Job description

Apex Systems is seeking a Supervisory Principal for a 6+ month contract role with a 100% remote configuration. The position requires active Series 7 and Series 24 or 9/10 licensing, 3+ years in annuity review, and strong client-facing communication. Expected hourly rate is $40–$45.

This role emphasizes fast-paced problem solving, collaboration, and precise follow-up. Work will center on accurate financial services oversight, formal communication with clients, and the use of Smartsheet, Excel,