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Annuity Operations Specialist - New Business; On-Site

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Trajan Wealth LLC
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
  • Insurance
Salary/Wage Range or Industry Benchmark: 58000 - 60000 USD Yearly USD 58000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Annuity Operations Specialist - New Business (On-Site)

Trajan Wealth LLC is seeking a Client Services
- Annuity Specialist to accurately process new annuity account applications from submission to funding. You will activate income riders per carrier requirements and manage withdrawals and rider requests.

The role is fully on-site in Scottsdale, with opportunities to liaise with carriers and support advisors and clients with status updates. Strong communication and Excel skills are essential.

We would love to welcome a new Annuity Operations Specialist
- New Business (On-Site) to our team in Scottsdale, AZ, United States.

The advertised compensation is 58.000 - 60.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Annuity Operations Specialist
- New Business (On-Site) role in the description above.

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