Sr. Specialist, Regional Annuity Associate

About the role

Charles Schwab Insurance Services (CSIS) supports the insurance and annuity needs of millions of individual investors and thousands of Registered Investment Advisors. CSIS is responsible for annuity and insurance product management, distribution support, partner oversight, and the platforms and tools that enable these services. The Associate Regional Annuity Specialist supports a team of Regional Annuity Specialists by focusing on client service, sales, and operational support. This is a relationship-based client support role with a high level of engagement across clients, peers, and internal partners. Specialists build trust and inspire confidence through exceptional one-on-one service while helping research and support annuity solutions aligned to client needs and investing goals.

Responsibilities

• Deliver exceptional client service through a relationship-based, end-to-end focus on the client journey.
• Prioritize client needs across annuity research, service requests, and operational follow-through while building and strengthening trusted client relationships.
• Apply a fundamental understanding of annuities and income strategies in daily support work, progressing toward deep, expert knowledge across multiple annuity types.
• Support Regional Annuity Specialists and collaborate with internal partners in a highly interconnected service environment.
• Manage competing requests efficiently while ensuring accurate, compliant operational follow-through.
• Use strong communication skills to set expectations, confirm requirements, share status updates, and coordinate next steps with clients, Regional Annuity Specialists, and internal partners.

Requirements

• Active FINRA Series 6 or 7 license
• Active FINRA Series 63 license (or equivalent)

Preferred Qualifications

• Life & Health Insurance License (may be obtained within the first 120 days)

Benefits

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

Schedule

This role is intended to work on site in the specified locations, with a hybrid work and flexibility approach balancing in-person collaboration and workplace flexibility.