Sr. Specialist, Regional Annuity Associate
Location
Westlake, TX
Job Type
Full-time
Category
other-general
Posted
July 27, 2026
**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.
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 sol...
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.
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 sol...