Sr. Specialist, Regional Annuity Associate

At Schwab, you’re empowered to make an impact on your career. Innovative thinking and client-focused service come together as we challenge the status quo and help clients take charge of their financial futures. 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.

About the role

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 over time.
• Apply a fundamental understanding of annuities and income strategies in daily support work and progress toward deep, expert knowledge across multiple annuity types.
• Support research, service, and client outcomes with product expertise.
• Build collaborative relationships with Regional Annuity Specialists and internal partners in a highly interconnected service environment.
• Manage competing requests efficiently while ensuring accurate, compliant operational follow-through.
• Use strong execution habits, time management, and organization to track, prioritize, and complete service activities.
• Communicate clearly and timely 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)

Qualifications

• Client Experience Management: Strong communication skills to deliver clear and responsive service with clients and partners.
• Product Expertise: Fundamental understanding of annuities and income strategies, progressing toward expert knowledge.
• Building Collaborative Relationships: Strong relationship-building and collaboration skills to work effectively with internal partners.
• Task Management: Strong execution habits, time management, and attention to detail to manage competing requests and reduce risk.

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 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

Pay

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-office collaboration and workplace flexibility.