Licensed Annuity Specialist

At Oceanview Life and Annuity Company, we are dedicated to helping individuals achieve greater financial security in retirement. Founded in 2018 and backed by Bayview Asset Management, a leading investment firm with approximately $45.5 billion in assets under management as of June 30, 2026, Oceanview has grown to more than $18.9 billion in consolidated assets as of June 30, 2026.

Our approach is rooted in simplicity, transparency, and service. We offer straightforward annuity solutions designed to help our clients make confident decisions about their financial futures. With an “A” (Excellent) financial strength rating from A.M. Best, Oceanview provides the stability and commitment our clients, partners, and employees can rely on.

• Meaningful Impact: Contribute to products and services that help individuals plan for a more financially secure retirement.
• Growth & Opportunity: Join a growing organization where employees have opportunities to expand their responsibilities, develop professionally, and make a visible impact.
• Collaboration: Work alongside experienced professionals across insurance, investments, operations, distribution, and other areas of the business.
• Innovation: Bring forward new ideas and help strengthen processes and capabilities as our organization continues to evolve.
• Industry Reach: Support an organization with a broad distribution network of more than 24,000 agents, independent marketing organizations, banks, and broker-dealers.

Oceanview Life and Annuity Company is seeking a Licensed Annuity Specialist – Direct Consumer to support consumers exploring, purchasing, or already owning Oceanview annuity products.

The Licensed Annuity Specialist will serve as a trusted resource for consumers engaging directly with Oceanview through our website, marketing and digital channels, existing policyholder relationships, and other direct inquiries. Unlike a traditional financial advisor role, this position does not require building a personal book of business or providing comprehensive investment or financial‑planning advice. Instead, the Specialist will focus on helping consumers understand Oceanview's fixed and fixed indexed annuity solutions and navigate the purchase and ownership experience.

The Specialist will engage prospective customers, explain product features using approved information and materials, prepare and review illustrations, and help consumers progress from initial inquiry through application, funding, and policy issuance. The role will also maintain relationships with Oceanview's direct and house-account policyholders and provide licensed support to consumers engaging through Oceanview's evolving Direct Digital experience.

Success in this position requires a consultative sales approach, strong communication and follow‑through, sound judgment, attention to detail, and a commitment to delivering a high‑quality consumer experience within a regulated environment.

• Respond promptly and professionally to inbound consumer inquiries and leads generated through Oceanview's website, marketing activities, digital experiences, existing policyholder relationships, and other direct channels.
• Engage consumers in consultative conversations to understand their questions, objectives, and circumstances and help them evaluate applicable Oceanview annuity solutions.
• Clearly explain Oceanview's fixed and fixed indexed annuity products, including applicable rates, guarantee periods, liquidity provisions, surrender charges, crediting strategies, and other contract features using approved materials and communications.
• Prepare and review product illustrations and other approved product information with prospective…