Financial Advisor

The Juris Agency; Lehi (UT); On-site; USD 75,000 - 200,000; Full time

Benefits offered by this job

PTO

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

The Juris Agency is hiring a Wealth & Annuity Specialist based in our office in Lehi, Utah, serving clients nationwide by phone and video. Base salary starts at $75,000 with commissions; total compensation potential exceeds $150,000 and can exceed $200,000 for top performers.

You will conduct retirement planning and annuity consultations, educate clients on annuities, and help build a robust wealth- management strategy while expanding our Wealth Division.

Qualifications

• Relationship-focused and motivated to help clients.
• Comfortable discussing financial concepts with clients.
• Excellent phone and video communication skills.

Responsibilities

• Conduct retirement planning and annuity consultations with clients across the United States via telephone and video conference.
• Meet with clients referred internally from our Medicare, Life Insurance, and Client Service teams.
• Educate clients on fixed annuities, FIAs, MYGAs, and other retirement solutions.
• Help clients evaluate income planning, asset preservation, and wealth transfer strategies.
• Present recommendations based on client goals, needs, and risk tolerance.

Skills

Relationship building

Communication skills

Financial concepts

Education

Bachelor's degree

Job description

Job Description

Help Clients Protect Their Retirement. Build a Career With Unlimited Growth Potential.

Complete Family Protection is one of the fastest-growing insurance organizations in the country, helping thousands of families each year with Medicare, life insurance, retirement planning, and financial protection solutions.

We currently add more than 1,000 new clients every month and are expanding our Wealth Division to better serve those clients with retirement income, annuity, and wealth preservation strategies.

We are seeking a Wealth & Annuity Specialist who is passionate about helping clients make important retirement decisions while building long-term relationships and creating meaningful financial outcomes.

This position is based in our office and serves clients nationwide through telephone and video appointments.

Compensation:

Base Salary: $75,000

Commissions based on production

$150,000 total annual income expected (OTE)

Top performers can exceed $200,000 annually

In addition to compensation, this role offers significant career advancement opportunities as we continue expanding our retirement and wealth platform.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

Conduct retirement planning and annuity consultations with clients across the United States via telephone and video conference

Meet with clients referred internally from our Medicare, Life Insurance, and Client Service teams

Conduct retirement and financial discovery conversations

Educate clients on fixed annuities, fixed indexed annuities (FIAs), MYGAs, and other non-securities retirement solutions

Help clients evaluate income planning, asset preservation, and wealth transfer strategies

Present recommendations based on client goals, needs, and risk tolerance

Proactively contact existing clients to identify retirement planning and annuity opportunities

Conduct periodic client reviews and follow-up conversations

Build and maintain a consistent pipeline through both internal referrals and proactive outreach

Maintain accurate CRM documentation and client records

Work closely with leadership to continue refining and improving our retirement planning process

Help establish best practices as we continue building and expanding our Wealth Division

What Makes This Opportunity Different:

More than 1,000 new clients added every month

Access to a large and growing client database

Significant internal referral opportunities from existing clients

Established marketing, CRM, and operational infrastructure already in place

Opportunity to help build, and even lead, a growing Wealth Division from the ground up

Direct mentorship and training from experienced industry leaders

Ability to serve clients nationwide rather than being limited to a local territory

Focus on helping clients and building relationships rather than spending time prospecting for leads

Requirements

Ideal Candidate:

We are looking for someone who is:

Driven and highly motivated

Relationship-oriented

Coachable and eager to learn

Comfortable discussing financial concepts with clients

Organized and detail-oriented

Able to build trust quickly

A strong communicator over the phone and through video conferencing

Naturally curious and skilled at uncovering client needs

A self-starter who takes initiative and ownership

Excited about helping clients make important retirement decisions

Preferred Experience:

Experience is not required, but preference will be given to candidates with backgrounds in:

Banking

Financial services

Insurance

Retirement planning

Wealth management support

Client relationship management

Business development

Consultative sales

Preferred qualifications:

Bachelor's degree (preferred but not required)

Prior sales experience