Annuity Case Manager

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Alloy Wealth Management provided pay range

This range is provided by Alloy Wealth Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$55,000.00/yr - $80,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Alloy Wealth Management

Director of Acquisitions | Talent, M&A, Special Projects

You run annuity new business like a pro—clean apps, zero surprises, fast funding. If you love owning the workflow end‑to‑end and being the person advisors trust most when the stakes are high, this role is built for you.

Company & Vision

Alloy Wealth Management helps pre-retirees and retirees protect, grow, and enjoy their wealth through disciplined planning and a high-touch client experience. The culture is collaborative, client‑centric, and focused on results—where operational excellence earns real recognition.

The Opportunity

Lead the annuity and insurance new‑business engine. You'll be the single point of accountability from application to delivery and funding—primarily Fixed Indexed Annuities (FIAs) with life insurance cases as needed. Your impact is measured in speed, accuracy, advisor confidence, and a frictionless client journey.

What You'll Do

• Own every case from submission through policy delivery and funding—especially rollovers and 1035 exchanges.
• Eliminate NIGO by preparing and reviewing all paperwork (applications, disclosures, ACATs/rollovers, transfer forms).
• Submit business via e‑app (FireLight, iGO), manage requirements, and drive cases to approval.
• Serve as the hub for advisors, clients, carriers, FMOs/IMOs—proactively communicate status, remove roadblocks, and accelerate time‑to‑issue.
• Coordinate underwriting (e.g., APS, parameds) on life cases; anticipate issues before they appear.
• Track every milestone in CRM (Redtail/Salesforce). Protect data integrity; document everything.
• Refine SOPs for speed, accuracy, and compliance; close the loop on delivery receipts and e‑signatures.

You Are

• A specialist with 3–5+ years in annuity/life new business at an FMO/IMO/BGA, carrier home office, insurance‑focused RIA/independent advisory firm, or insurance BD.
• The person who hates NIGO, knows carrier quirks, and thrives on deadlines.
• Exceptionally clear in writing and speech; confident with clients and senior advisors.
• Fluent with e‑apps (FireLight, iGO), licensing/contracting (SureLC), and CRMs (Redtail/Salesforce).
• Process‑obsessed and calm under pressure—with extreme ownership over outcomes.

Compensation & Growth

• Market‑leading base range (Charlotte): $55,000 – $80,000+ depending on experience and the value you bring, with performance incentives tied to speed‑to‑funding, NIGO reduction, SLA adherence, and advisor satisfaction.
• Benefits package and professional development.
• Your compensation will be tailored to reflect your unique talents. If you're the right fit, we'll make the numbers work.

If you've been the go‑to person for annuity new business and love building smoother, faster workflows, let's talk.

Seniority level

• Seniority levelNot Applicable

Employment type

• Employment typeFull-time

Job function

• Job functionAdministrative, Project Management, and Customer Service
• IndustriesFinancial Services, Insurance, and Investment Management

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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