Retirement Income and Annuity Specialist
Synergy Wealth Solutions
Job Description
Job Description
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.
#LI-CB1
#LI-SWS1
- ...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...RetirementFull time
- ...Job Description Join Synergy Wealth Solutions as Our Annuity Specialist At Synergy Wealth Solutions, we believe advisors should never... ...the firm's subject matter expert on annuity products and retirement income strategies, partnering with advisors to identify opportunities...Retirement
- ...and St. Louis- Ladue.The RoleAs a Trading Specialist, you will support investors with a broad... ...equities, options, mutual funds, fixed income securities, and precious metals.Ability... ...laws governing securities, investment and retirement-related financial activities and the...RetirementFull timeRemote work
$23.55 - $37.75 per hour
...Maintenance Specialist At EverTrue, team members at all levels find their calling in our... ...Paid Time Off (PTO) and PTO Sell-back, Retirement savings benefits with an employer match... ...Disability (Long-term and Short-term), Voya income protection benefits (Hospital, Critical...RetirementFull timeTemporary workPart timeLocal areaFlexible hoursShift workWeekend work- ...Gun Vault Specialist The Gun Vault Specialist is responsible for backroom maintenance... ...Physically and systematically receives/acquires incoming firearms and using ARMS systems by... ...account ~ Voluntary benefits ~401k retirement savings ~ Paid holidays ~ Paid...RetirementFull timeSeasonal workLocal areaFlexible hours
$20.51 - $28.85 per hour
.... Covista offers a robust suite of benefits including: ~ Health, dental, vision, life and disability insurance ~401k Retirement Program + 6% employer match ~15 Days of Paid Vacation Days each Calendar Year ~12 Paid Holidays + 2 floating holidays For more...RetirementFull timeWork at officeWorldwideFlexible hoursAfternoon shiftChamberlain University
Ballwin, MO2 days ago- ...US) Requisition Number : 47689 A Day in the Life: The Specialist Project Controls will lead all the controls activities for facility... ...and vision plans that meet your individual needs. ~401(k) Retirement Plan - Investing in your future with an automatic 5% company...RetirementFor contractorsWork experience placementWork at office
Bunge
Chesterfield, MO1 day ago - ...Places to Work. Overview: The Professional Practice Specialist (PPS) works directly with organizational nursing leaders and... ...dental coverage, PTO, tuition reimbursement and employer-matched retirement funds are just a few of the great benefits offered to eligible...RetirementFull time
Mercy
Chesterfield, MO12 days ago $73.45k - $132.78k
...Leidos has an exciting opportunity for an Exploitation Specialist/GDAT Software Engineer to join our team in St. Louis,... ...compensation, Health and Wellness programs, Income Protection, Paid Leave and Retirement. More details are available at . Securing Your Data...RetirementFor contractorsLocal areaImmediate startLeidos
Bridgeton, MO3 days ago- ...SCOPES) is hiring a Full-Time Receptionist Specialist! Welcome to SCOPES! SCOPES, a leading... ...funds per office procedure. Answer incoming phone calls. Position requires weekdays... ...Health, Dental & Vision Coverage 401(k) retirement plan Paid Time Off (PTO) Company Paid...RetirementFull timeTemporary workWork at officeFlexible hoursWeekend workWeekday work
- 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 - ...Description SAFETY SPECIALIST This position is based out of our Fenton, MO office. About ArchKey ArchKey is one of the nation’s largest... ...insurance options (medical, dental, and vision), a robust 401(k) retirement savings plan with employer match, paid time off and holidays,...RetirementWork experience placementFor subcontractorWork at officeLocal area
Archkey Solutions LLC
Fenton, MO5 days ago $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 timeLocal areaFlexible hoursShift workWeekend workAfternoon shift- ...employment Visa at this time.Job SummaryThe Project Controls Specialist will be responsible for leading the project controls processes... ...preferred.BenefitsMedical, Vision, and Dental Insurance Plans401k Retirement FundAbout the ClientInfrastructure engineering firm designing...RetirementContract workWork at officeWork visa
Global Technical Talent
Wildwood, MO2 days ago - Overview The Visual Specialist position leads the visual efforts in the store (maintenance, merchandising and merchandise processing) conveying... ...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
$68k - $80k
...benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits...RetirementMinimum wageWork at officeFlexible 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
- ...everyone belongs and is inspired to do their best work. As a Specialist, you build brand loyalty and create owners of Apple products and... ...benefits including comprehensive medical and dental coverage, retirement benefits, a range of discounted products and free services,...RetirementPart timeSeasonal workLocal areaRelocationNight shift
- Position Title: Shipping Specialist Department: Keepflo Location: Fenton, MO Reports To: Shipping Supervisor, Manager, Shipping Classification... ...glasses, casual dress work environment, and a solid 401(k) retirement plan to promote financial security. Control Devices, LLC is an...RetirementHourly payWork experience placementCasual workLocal areaMonday to FridayFlexible hoursShift work
$15 - $21 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 areaFlexible hoursShift workWeekend workLutheran Senior Services
Ballwin, MO2 days ago$15 - $23.3 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 workLutheran Senior Services
Chesterfield, MO3 days ago$18 - $21 per hour
...TRAINING 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 Friday$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$93.61k - $119.72k
...business need, and location. We also offer market leading benefit programs including Medical, Dental and Vision plans, PTO, a 401k retirement plans with employer matching, tuition reimbursement, and more. Pay Range $93,609.08 — $119,717.75 USD ATS is committed to...RetirementFull timeAdvanced Technology Services
Clayton, MO4 days ago$75k - $94.35k
...Boeing Global Services (BGS), is seeking a Project Management Specialist in Maryland Heights, MO and/or Hazelwood, MO. This position is... ...insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a...RetirementPermanent employmentWork experience placementInterim roleWorldwideRelocationVisa sponsorshipWork visaRelocation packageFlexible hoursShift workDay shift$96.17k - $154.27k
...year. 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 work$18.05 - $28.8 per hour
...information in the resident's electronic health record Responds to incoming phone calls May be assigned to serve as the administrator... .... All employees: Paid Time Off (PTO) and PTO Sell-back, Retirement savings benefits with an employer match contribution,...RetirementFull timeTemporary workPart timeLocal areaImmediate startFlexible hoursShift workNight shiftWeekend 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$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, MO12 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Retirement Income and Annuity Specialist. Be the first to apply!
- loss prevention specialist Chesterfield, MO
- health science specialist Chesterfield, MO
- fabrication specialist Chesterfield, MO
- recruiting specialist Chesterfield, MO
- registration specialist Chesterfield, MO
- health specialist Chesterfield, MO
- waste management specialist Chesterfield, MO
- provider relations specialist Chesterfield, MO
- executive protection specialist Chesterfield, MO
- chargeback specialist Chesterfield, MO