Annuity Specialist

Synergy Wealth Solutions • Chesterfield, MO

1d

About The Position

Join Synergy Wealth Solutions as Our Annuity Specialist. At Synergy Wealth Solutions, we believe advisors should never have to build their practices alone. Our specialist team helps advisors better serve clients, grow their businesses, and deliver more comprehensive planning solutions. The Annuity Specialist serves as the firm's subject matter expert on annuity products and retirement income strategies, partnering with advisors to identify opportunities, design solutions, support client cases, and drive business growth.

Requirements

• Active Life & Health Insurance License
• 3+ years of experience in annuities, insurance, retirement planning, or financial services
• Strong understanding of annuity products and retirement income concepts
• Excellent communication and relationship-building skills

Nice To Haves

• FINRA registrations (Series 6, 7, 63, and/or 66)
• Experience supporting financial advisors in a consultative role
• Experience within an independent advisory, broker-dealer, or insurance organization

Responsibilities

• Serve as the firm's annuity expert across Fixed, Indexed, Income, Variable, and RILA products.
• Consult with advisors on product selection, retirement income planning, and case design.
• Provide technical expertise, sales support, illustrations, and proposal development.
• Assist with annuity applications, case management, and placement support.
• Deliver training, product updates, and market insights to advisors and staff.
• Partner with Operations, Compliance, wholesalers, and carrier partners to ensure a smooth business process.
• Help increase advisor utilization of annuity solutions and drive firm-wide production growth.

Benefits

• Specialists are strategic partners who directly impact advisor success, client outcomes, and firm growth.
• Work alongside advisors to help deliver better retirement outcomes.
• Contribute to a collaborative, growth-oriented culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed