Retirement Income and Annuity Specialist
Capstone Financial, LLC
Help financial advisors design stronger retirement income, annuity, and insurance solutions for their clients. Synergy Wealth Solutions is seeking a Retirement Income & Annuity Specialist to serve as a key resource for our 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. You 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. What You'll Do 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. What Success Looks Like Become a trusted annuity, insurance, and retirement planning resource for advisors across the organization. Increase advisor engagement with retirement income planning and annuity‑based solutions. Improve case design quality, application accuracy, placement efficiency, and advisor experience. Contribute to growth in annuity production, life and annuity revenue, and broader financial planning activity. Qualifications Required 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 Preferred 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 Why Join Synergy? At Synergy, 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. #J-18808-Ljbffr Capstone Financial, LLC
- Synergy Wealth Solutions in Missouri is seeking an Annuity Specialist to act as the firm’s subject matter expert on annuity products and retirement income strategies. You will partner with advisors to identify opportunities, design solutions, support client cases, and deliver...Retirement
$90k - $110k
...Income Generation Leader This role will develop and lead all of Light a Single Candle's (LASC) Income Generation work. The focus... ...0-$110,000 Paid vacation and holidays, health insurance, and retirement plan benefits included Light a Single Candle Foundation was...RetirementWork at officeRemote workFlexible hours- ...Join Synergy Wealth Solutions as Our Annuity Specialist At Synergy Wealth Solutions, we believe advisors should never have to build... ...the firm's subject matter expert on annuity products and retirement income strategies, partnering with advisors to identify opportunities...RetirementFull time
$23.55 - $37.75 per hour
...comprise 80% or more of certain Maintenance Specialists’ job duties, and if so, that Specialist... ...Paid Time Off (PTO) and PTO Sell-back, Retirement savings benefits with an employer match... ...(Long-term and Short-term), Voya income protection benefits (Hospital, Critical...RetirementFull timeTemporary workPart timeLocal areaFlexible hoursShift workWeekend workLutheran Senior Services
Valley Park, MO16 hours ago$25 per hour
...63021 Job Description: An employer is looking for a Proposal Specialist in Ballwin, MO for one of the largest telecom providers in the... ...insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role...Retirement$68.6k - $114.3k
...support each of life’s moments. Benefits offered include a 401(k) plan with Pfizer Matching Contributions and an additional Pfizer Retirement Savings Contribution, paid vacation, holiday and personal days, paid caregiver/parental and medical leave, and health benefits to...RetirementPermanent employmentH1bWork at officeLocal areaVisa sponsorshipWork visaRelocation package- Position OverviewThe Senior Office Solutions Specialist is responsible for managing existing Ricoh accounts and identifying new business... ...insurance options.Contribute to your financial security with Retirement Savings Plan (401K), Health Savings Account (HSA), and Flexible...RetirementWork at officeRemote workWorldwideFlexible hours
- ...As one of the largest independent leasing specialists in the world, CSI employees work to provide our customers with superior service... ...accounts Health Reimbursement Arrangement Company matched 401(k) retirement savings account Company-paid short & long-term disability and...RetirementTemporary workFlexible hours
CSI Leasing
Weldon Spring Heights, MO1 day ago $44.87k
...of Saint Charles is seeking a Police Service Officer - Records Specialist to perform records activities within the Police Department.... ...including medical, dental, vision, life and disability insurance, and retirement options. This is a non-exempt, full-time position focusing on...RetirementFull time$15 - $20 per hour
...: No. All employees: Paid Time Off (PTO) and PTO Sell-back, Retirement savings benefits with an employer match contribution, Education... ...), Life insurance, Disability (Long-term and Short-term), Voya income protection benefits (Hospital, Critical Illness, and Accident),...RetirementFull timeTemporary workPart timeFlexible hoursShift workWeekend work- Overview The Visual Specialist position leads the visual efforts in the store (maintenance, merchandising and merchandise processing) conveying... ...and vision plans to keep you and your loved ones well. 401(k) retirement savings plan with optional investment guidance and assistance...RetirementFull timeFlexible hoursShift workAfternoon shiftEarly shift
$53 - $75 per hour
...Project Controls Specialist Location: Chesterfield, MO Contract Details Position Type: Contract Contract Duration: 12 months... ...~ Medical, Vision, and Dental Insurance Plans ~401k Retirement Fund About the Client Infrastructure engineering firm...RetirementContract workWork at officeWork visaGlobal Technical Talent
Wildwood, MO16 hours ago$15 - $23.3 per hour
...see below.All employees: Paid Time Off (PTO) and PTO Sell-back, Retirement savings benefits with an employer match contribution, Education... ...), Life insurance, Disability (Long-term and Short-term), Voya income protection benefits (Hospital, Critical Illness, and Accident),...RetirementFull timeTemporary workPart timeLocal areaImmediate startFlexible hoursShift workWeekend work$18 - $21 per hour
...and Potential for Growth within the Company Responsibilities & Requirements of the Auto Parts Specialist: Consistent and on time work attendance Confirm incoming parts inventory in a timely manner Mirror match old part to new part for accuracy and to ensure...Hourly payMonday to FridayB Street Collision Center Inc
Ballwin, MO4 days ago$75k - $94.35k
Project Management Specialist Company: Tapestry - G0G Tapestry Solutions, A Boeing Company, brings over 30 years of industry experience... ..., flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number...RetirementPermanent employmentWork experience placementInterim roleWorldwideRelocationVisa sponsorshipWork visaRelocation packageFlexible hoursShift workBoeing
Maryland Heights, MO1 day ago- ...Recognition and Reward Programs Training and Career Development Medical, dental, holiday, vacation and sick benefits, plus a 401(k) retirement plan Uniform and equipment provided Additional benefits vary depending on position Job Description Screening visitors,...RetirementFull timePart timeWorldwideFlexible hoursShift workNight shiftWeekend work
- ...sponsorship. Coegi is searching for an experienced Programmatic Specialist with 3+ years of experience. The Programmatic Specialist is... ...Coverage (medical, dental, vision, life, and disability) 401(k) retirement plan, with employer 4% match Work/life benefits, including...RetirementPermanent employmentCasual workWork at officeWork from homeVisa sponsorshipFlexible hours
- ...Care Center in South County is seeking a full time child life specialist! Mon/Tues 6:30a-3p Wed/Thurs/Fri 8:00-4:30 Overview St. Louis... ...Disability insurance* paid for by BJC Annual 4% BJC Automatic Retirement Contribution 401(k) plan with BJC match Tuition Assistance available...RetirementFull timeInternshipFlexible hours
- ...possess 2-3 years of security experience, and be computer savvy. The company provides excellent benefits including training and 401(k) retirement plans, making this an ideal opportunity for individuals looking to advance their security careers. #J-18808-Ljbffr Inter-Con...Retirement
$27.67k - $58.87k
Lawn Specialist 455 N Highway Drive, Fenton, Missouri 63026 TruGreen accepts applications on an ongoing basis. Job Description... ...~401(k) with company match ~ Competitive wages * Average income is $850 - $1,200/week (based on an hourly rate and average bonuses...Hourly payFull timeLocal areaTruGreen
Fenton, MO16 hours ago$63k - $76.5k
...Boeing Global Services (BGS), is seeking a Project Management Specialist in Maryland Heights, MO and/or Hazelwood, MO. In this role you... ...insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a...RetirementPermanent employmentWork experience placementInterim roleWorldwideRelocation packageFlexible hoursShift workDay shift$15 - $20 per hour
...below. All employees: Paid Time Off (PTO) and PTO Sell-back, Retirement savings benefits with an employer match contribution, Education... ...), Life insurance, Disability (Long-term and Short-term), Voya income protection benefits (Hospital, Critical Illness, and Accident),...RetirementFull timeTemporary workPart timeImmediate startFlexible hoursShift workWeekend work- ...The ideal candidate will hold a Bachelor’s degree in Physical Therapy with a preference for additional qualifications and experience. Concentra offers comprehensive benefits, including a 401(k) Retirement Plan and colleague referral bonuses. #J-18808-Ljbffr ConcentraRetirement
$15 - $23.3 per hour
...: No. All employees: Paid Time Off (PTO) and PTO Sell-back, Retirement savings benefits with an employer match contribution, Education... ...), Life insurance, Disability (Long-term and Short-term), Voya income protection benefits (Hospital, Critical Illness, and Accident),...RetirementFull timeTemporary workPart timeImmediate startFlexible hoursShift workWeekend workAfternoon shift$100k - $150k
...philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.Department Profile:The Fixed Income Division (“FID”) sits within the Institutional Securities Group (“ISG”) and is comprised of Interest Rate and Currency Products,...Contract workTemporary workWorldwide$15 - $22 per hour
...hour. All employees: Paid Time Off (PTO) and PTO Sell-back, Retirement savings benefits with an employer match contribution, Education... ...), Life insurance, Disability (Long-term and Short-term), Voya income protection benefits (Hospital, Critical Illness, and Accident),...RetirementFull timeTemporary workPart timeLocal areaFlexible hoursWeekend workAfternoon shift$15 - $21 per hour
...below. All employees: Paid Time Off (PTO) and PTO Sell-back, Retirement savings benefits with an employer match contribution, Education... ...), Life insurance, Disability (Long-term and Short-term), Voya income protection benefits (Hospital, Critical Illness, and Accident),...RetirementFull timeTemporary workPart timeLocal areaImmediate startFlexible hoursShift workWeekend workAfternoon shift$55k - $276k
...Sales Professional → Future F&I ManagerUnlimited Growth. Elite Income Potential. Paid F&I Training. Are you a top-performing automotive... ...Insurance ~ Dental Insurance ~ Vision Insurance ~401(k) Retirement Plan ~ Life Insurance ~ Paid Training & Career Development...RetirementFull timeDean Team Volkswagen of Kirkwood 1
Kirkwood, MOmore than 2 months ago$23.55 - $37.75 per hour
...experience in a supervisory capacity in a restaurant, healthcare/retirement facility or equivalent setting.A minimum three years quality... ...), Life insurance, Disability (Long-term and Short-term), Voya income protection benefits (Hospital, Critical Illness, and Accident),...RetirementFull timeTemporary workPart timeWork at officeLocal areaFlexible hoursShift workWeekend work- ...The Delivery Specialist will maintain and operate store vehicles to deliver parts and/or products to professional customers in a safe and efficient manner. This position will also collect money on C.O.D. deliveries and pick up customer returns. Bilingual candidates encouraged...Local areaImmediate startFlexible hours
O'Reilly Auto Parts
Ellisville, MO3 days ago
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