Annuity Operations & Product Specialist

Description

NexPoint and NexAnnuity are part of a diversified investment platform serving retail and institutional investors worldwide. NexPoint is a leading alternative investment advisor offering access to differentiated investment opportunities across listed REITs, real estate private placements, 1031 exchanges, closed-end funds, business development companies (BDCs), and interval funds. NexAnnuity complements these capabilities by delivering innovative insurance and annuity solutions designed to help individuals achieve their retirement and long-term financial goals. Together, NexPoint and NexAnnuity leverage the expertise, resources, and capabilities of a multibillion-dollar investment platform spanning a wide range of asset classes and investment strategies, providing clients with comprehensive financial and retirement-focused solutions. For more information, visit www.nexpoint.com and www.nexannuity.com.

Position Summary

The Annuity Operations & Product Specialist is a key member of the NexAnnuity Sales and Operations team, supporting financial professionals, insurance partners, and internal stakeholders across onboarding, licensing and contracting, new business operations, and competitive landscape reporting. This role ensures a seamless advisor experience while upholding accuracy, compliance, and operational excellence across all business lines while understanding the products being distributed.

Essential Duties and Responsibilities

Advisor Onboarding & Contracting

• Own end-to-end onboarding and contracting for financial professionals and agencies, ensuring paperwork accuracy, completeness, and compliance from submission through appointment.
• Process licensing updates, E&O renewals, EFT changes, and product training certifications, maintaining accurate hierarchy, commission structures, and CRM records.
• Serve as the primary point of contact for onboarding and contracting inquiries

Advisor Support & Service

• Respond promptly and professionally to inbound calls, emails, and service requests from advisors, insurance carriers, and internal teams regarding post-issue servicing requests, licensing, contracting, commissions, and product information.
• Maintain working knowledge of carrier platforms, product offerings, and internal systems to effectively support advisor needs.

Operations & New Business Support

• Review new business submissions to confirm applications are in good order prior to carrier submission.
• Monitor transfer statuses, funding requirements, and case progression, following up with operational partners to resolve outstanding requirements.
• Track and resolve operational exceptions to meet service level expectations.
• Maintain accurate advisor and case information within CRM and operational systems.

Reporting, Analytics & Competitive Intelligence

• Serve as the subject matter expert on annuity products, including MYGAs, Fixed Index Annuities, and Single Premium Immediate Annuities, providing product education and support to financial professionals and internal stakeholders.
• Analyze carrier product offerings, rates, and competitive positioning to develop comparative reports and sales materials that highlight key product features, benefits, and market opportunities.
• Partner with IMO and BD partners, sales teams, and leadership to support product launches, monitor industry trends, and recommend enhancements that improve advisor experience and drive annuity sales growth.

Requirements

Qualifications

• Two or more years of experience in annuity operations, licensing and contracting, advisor services, or financial services support required
• Working knowledge of annuity products preferred.
• Strong organizational skills with exceptional attention to detail; able to manage multiple priorities with accuracy and responsiveness.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving skills, with the ability to interpret data and proactively resolve issues.
• Experience with CRM systems, reporting tools, and carrier platforms preferred.
• Proficiency in Microsoft Office applications, particularly Excel.

At NexAnnuity, we help financial professionals grow their businesses through exceptional service and operational excellence. As we continue to grow, we're looking for a team member who takes pride in delivering white-glove advisor support and wants to help shape the future of our operations function.

Compensation & Benefits

NexPoint offers a competitive base salary and bonus based on experience and performance. NexPoint offers a generous benefits package that includes an industry leading health insurance plan with no employee premiums or deductibles and a 401(k) plan with employer match. NexPoint’s talented professionals share a passion for excellence, commitment to teamwork, and pride based on the firm’s track record in the alternative investment industry. NexPoint is an Equal Opportunity Employer.