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Annuity Specialist

3 months ago


Charlotte, United States Pyramid Consulting, Inc Full time

Immediate need for a talented Annuity Specialist. This is a 12+months contract opportunity with long-term potential and is located in Charlotte, NC (Remote). Please review the job description below and contact me ASAP if you are interested.


Job ID:24-39017

Pay Range: $33 - $36/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Requirements and Technology Experience:


  • Key Skills; FINRA license: Series 6 or 7; Series 63 OR Life Insurance License.
  • Provide sales support via incoming calls & emails from advisors and participants.
  • Complete Annuity applications and necessary state required documents.
  • Must have pipeline management skills essential to moving applications to completion.
  • Provide periodic status updates to participants and advisors.


Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.


Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.