Dallas, Texas, United States · On-site
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 differentiat…
Skills: Annuity Operations, Licensing And Contracting, Advisor Support, CRM Systems, Microsoft Excel
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Manage end-to-end advisor onboarding, contracting, and licensing while providing high-level support for new business operations. Act as a subject matter expert on annuity products to provide competitive analysis and reporting for internal and external stakeholders.
Requires two or more years of experience in annuity operations, licensing, or financial services support. Proficiency in Microsoft Office and experience with CRM systems and carrier platforms is preferred.
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.
Requirements
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.
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.
A leading alternative investment manager ready to meet the evolving needs of investors
NexPoint is a Dallas-based, alternative investment advisor that is committed to delivering best-in-class offerings to its wide range of investors. Founded in 2012, NexPoint is proud to be comprised of investment advisors and sponsors, a broker-dealer, and a suite of related investment vehicles, which, along with a network of affiliates, offer expertise in real estate, asset management, and financial services. Its cutting-edge platform offers its users differentiating investment solutions, such as public and private real estate investment trusts, tax-advantaged real estate vehicles, other private real estate offerings, closed-end funds, interval funds, and a business development company. Aside from its business offerings, NexPoint is deeply committed to philanthropic causes that benefit the Dallas, Texas, community. Over the years, the investment advisor has provided support to the Perot Museum of Natural Science, the Dallas Zoo, the George W. Bush Presidential Center, and more. NexPoint may publish or post links to third-party websites. NexPoint is not responsible for the information found therein and makes no representations about its accuracy or completeness, even if about the company. NexPoint does not adopt or endorse such information, nor does it endorse the author or intend to imply any affiliation between NexPoint and the author or any third party.
Offices: 300 Crescent Ct, Ste. 700, Dallas, Texas 75201, US
A leading alternative investment manager ready to meet the evolving needs of investors
NexPoint is a Dallas-based, alternative investment advisor that is committed to delivering best-in-class offerings to its wide range of investors. Founded in 2012, NexPoint is proud to be comprised of investment advisors and sponsors, a broker-dealer, and a suite of related investment vehicles, which, along with a network of affiliates, offer expertise in real estate, asset management, and financial services. Its cutting-edge platform offers its users differentiating investment solutions, such as public and private real estate investment trusts, tax-advantaged real estate vehicles, other private real estate offerings, closed-end funds, interval funds, and a business development company. Aside from its business offerings, NexPoint is deeply committed to philanthropic causes that benefit the Dallas, Texas, community. Over the years, the investment advisor has provided support to the Perot Museum of Natural Science, the Dallas Zoo, the George W. Bush Presidential Center, and more. NexPoint may publish or post links to third-party websites. NexPoint is not responsible for the information found therein and makes no representations about its accuracy or completeness, even if about the company. NexPoint does not adopt or endorse such information, nor does it endorse the author or intend to imply any affiliation between NexPoint and the author or any third party.
Offices: 300 Crescent Ct, Ste. 700, Dallas, Texas 75201, US
