Retirement Income and Annuity Specialist

Synergy Wealth Solutions • Chesterfield, MO

1d

About The Position

Synergy Wealth Solutions is seeking a Retirement Income & Annuity Specialist to serve as a key resource for their financial advisors, wealth management teams, and client service partners. This role focuses on annuity products, retirement income strategies, insurance solutions, case design, advisor support, and business development. The specialist will help advisors identify planning opportunities, compare product solutions, build proposals, support applications, and deliver a better experience for clients approaching or living in retirement.

Requirements

• Active Life & Health Insurance License
• 3+ years of experience in annuities, life insurance, retirement planning, wealth management, financial services, or advisor sales support
• Strong understanding of annuity products, retirement income concepts, insurance planning, and financial advisor workflows
• Ability to explain complex planning strategies, product features, and case recommendations in clear, practical language
• Excellent communication, relationship-building, organization, and follow-through skills

Nice To Haves

• FINRA registrations such as Series 6, 7, 63, and/or 66
• Experience supporting financial advisors, insurance agents, or wealth management professionals in a consultative sales support role
• Experience with broker-dealer, independent advisory, insurance, RIA, financial planning, or retirement income platforms
• Familiarity with annuity suitability, product positioning, carrier workflows, and new business processes

Responsibilities

• Serve as a firmwide resource for annuities, retirement income planning, life insurance concepts, and income distribution strategies.
• Consult with financial advisors on fixed, indexed, income, variable annuity, RILA, and protection-based solutions.
• Support case design, product comparisons, illustrations, proposals, and client-facing recommendations.
• Assist with annuity applications, new business processing, case management, suitability requirements, and placement support.
• Partner with advisors to uncover planning opportunities related to retirement income, tax deferral, risk management, guaranteed income, and asset protection.
• Deliver training, product updates, market insights, and practice development ideas to advisors and staff.
• Coordinate with Operations, Compliance, wholesalers, carrier partners, broker-dealer resources, and wealth management teams to ensure a smooth business process.
• Help increase advisor utilization of annuity and insurance solutions while driving firmwide production growth.

Benefits

• Specialists are strategic partners who directly impact advisor success, client outcomes, and firm growth.
• This is a strong fit for someone who enjoys annuity sales support, retirement income planning, case consultation, insurance solutions, advisor education, and helping financial professionals grow their practices.

What This Job Offers

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