Retirement Income and Annuity Specialist

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.

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.

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.

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

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.