
Executive Assistant - Annuity Operations
Executive Assistant - Annuity Operations
Our team is fun, tight-knit, and feels like family — and that’s not by accident. Culture comes first here. The best person for this role brings solid ethics, loves working with others, has a relentless attention to detail, and isn’t afraid of hard work.
We’re hiring an Executive Assistant to learn the annuity business inside and out. You’ll own cases from submission to issue, troubleshoot what others can’t, and keep producers moving.
If you want a team that actually has your back — and a seat at the table, not just a desk in the corner — let’s talk. *** loan processing experience may be substituted for Annuity experience***
What you’ll do:
- Process and shepherd annuity applications through carriers
- Resolve NIGOs, suitability issues, and carrier curveballs fast
- Be the go-to for advisors who need answers, not excuses
What you bring:
- 5+ years in annuity case management (loan processing experience may be substituted)
- Deep carrier knowledge (fixed, indexed, variable — you’ve seen it)
- Sharp follow-through and zero drama
Work Hours: Monday-Friday: 8:00a - 5:00p (exempt position) - IN-PERSON
Pay Type: Exempt (salaried) position - compensation based on experience and qualifications ($50,000-$100,000/annual).
Benefits:
- Bonuses
- Matching 401K
- Paid Time Off
- Access to Healthcare
To apply to this position click the "Apply" button and please include the below:
- Your resume
- 3 professional references
- Why you feel you would be a good fit with Snarr Financial
Required degree level
- High school
Years of experience
- 5 - 10 years of experience
Salary range
- $51,000 to $75,000 per year
Required languages
- English
Required skills
- Microsoft 365 / Office
- Attention to Detail
- Great Communicator
- Experience with GoHighLevel (not required)
- 5+ Years of Experience with Annuities (application processing, rollovers, illustrations, client interaction)
