Do the most important work in annuities: telling people the truth.
We’re building a small team of exceptional people to set the standard for independent annuity reviews. If you know annuities, care about getting the details exactly right and want your work to protect real retirements, we want to hear from you.
Every review helps a real family understand a decision that shapes their retirement.
We’d rather be exactly right than fast and approximate. Then we get fast.
You’ll shape the methodology, the tools and the team from the start.
Top-notch talent, defined.
Credentials matter. Character matters more.
Where you could fit.
Don’t see your exact role? Apply anyway and tell us what you’d bring.
Annuity Review Specialist
Own the analysis at the heart of every review: verify contract details with carriers, model costs and rider mechanics, score the Annuity Health Score and write findings clients can understand.
What you’ll do
- Analyze variable, fixed indexed, RILA and fixed annuities using carrier data and in-force illustrations
- Prepare carrier questionnaires and follow up until every figure is confirmed
- Score contracts across 11 dimensions and write plain-English findings
- Complete second-level reviews of colleagues' work
What you bring
- 5+ years in annuity product, operations, wholesaling, compliance or advisory roles
- A life and annuity insurance license, or the ability to obtain one
- Comfort with rider math: benefit bases, roll-ups, withdrawal percentages
- Clear, careful writing
Nice to have
- FINRA Series 6, 7, 63, 65 or 66
- CFP®, RICP®, ChFC® or CLU®
Client Success Associate
Be the first voice clients hear. Guide owners and advisors from first call to final report, and make sure no one ever waits to hear from us.
What you’ll do
- Respond to new inquiries quickly and warmly
- Schedule consultations and coordinate authorizations
- Track carrier responses and keep clients updated
- Keep the CRM accurate so nothing slips
What you bring
- 2+ years in client service, ideally in financial services or insurance
- Exceptional follow-through and organization
- A calm, clear phone and email voice
Nice to have
- Life and annuity insurance license
- Experience with CRM systems
Institutional Relationship Director
Lead relationships with banks, broker-dealers, RIAs and credit unions, from first briefing through pilot and program.
What you’ll do
- Run program briefings and due-diligence processes
- Scope pilots with clear success measures
- Coordinate readouts with leadership, compliance and advisors
- Grow programs from pilot to enterprise
What you bring
- 10+ years in wealth management, insurance distribution or bank investment programs
- Credibility with compliance, product and distribution leaders
- Experience with vendor-management and due-diligence processes
Nice to have
- FINRA Series 7 and 24
- Annuity product management experience
Carrier Operations & Data Analyst
Build the systems that make every review fast and exact: carrier questionnaires, intake workflows and data quality across the book.
What you’ll do
- Manage carrier requests and turnaround tracking
- Structure contract data for consistent scoring
- Maintain data-quality checks and the evidence trail
- Support institutional reporting
What you bring
- 3+ years in insurance operations, data or analytics
- Strong Excel; SQL a plus
- Respect for data privacy and controls
Nice to have
- Experience with in-force illustrations or policy administration systems
Respectful of your time, start to finish.
You’ll hear from us within five business days of applying, either way.
- 5 minutesApplyYour background and, if you have one handy, a résumé.
- 30 minutesA conversation with PhilYour experience, the role and what you’re looking for.
- About an hourA working sessionA real, anonymized contract, worked through together. No trick questions.
- Final stepOffer conversationRole, expectations and compensation, discussed openly.
A place to do your best work.
Learn from nearly 40 years in the industry
Work directly with a founder who has reviewed more than 1,500 in-force contracts.
Licenses and designations
Support for the licenses and professional designations that make you better at the work.
Remote-friendly by default
Do focused work where you do it best, with time together when it matters.
Tell us about you.
Every application is read by our founder. We’ll confirm we received it right away and follow up within five business days.
Annuity Benchmark is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other legally protected characteristic. If you need an accommodation to apply, email ppolito@eknox.co.