Sr. Specialist, Regional Annuity Associate

Your opportunity 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. About CSIS 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. Role Overview The Associate Regional Annuity Specialist supports a team of Regional Annuity Specialists by focusing on client service, sales and operational support. This relationship‑based client support role with a high level of engagement across clients, peers, and internal partners helps research and support annuity solutions aligned to client needs and investing goals. Required Qualifications (skills assessed during the interview) Client Experience Management: 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. Product Expertise: Apply a fundamental understanding of annuities and income strategies in daily support work and progress toward deep, expert knowledge across multiple annuity types to better support research, service, and client outcomes. Building Collaborative Relationships: Demonstrate strong relationship‑building and collaboration skills to support Regional Annuity Specialists and work with internal partners in a highly interconnected service environment. Task Management: Execute strong habits to manage competing requests efficiently while ensuring accurate, compliant operational follow‑through. Manage time, organization, and detail to reduce risk and prevent errors. Additional 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) Compensation In addition to the salary range, this role is eligible for bonuses or incentive opportunities. Work Location This role is fully on‑site. The selected candidate will work on site in the specified locations. Benefits We offer a competitive benefits package that takes care of the whole you – both today and in the future. 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 Professional Growth We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. #J-18808-Ljbffr Charles Schwab & Co