Financial Advisor

Complete Family Protection; Lehi (UT); On-site; USD 150,000 - 200,000; Full time

Job summary

Complete Family Protection, based in Utah, seeks a Wealth & Annuity Specialist to guide clients through retirement income options by phone and video, building lasting relationships and financial outcomes.

You will educate clients on fixed annuities, FIAs, MYGAs, and other retirement solutions, assess needs, present tailored recommendations, and maintain CRM records while helping grow our Wealth Division and nationwide service.

Qualifications

• Bachelor's degree preferred but not required.
• Experience in banking/insurance/wealth management preferred.
• Ability to discuss financial concepts with clients.
• Strong communication over phone and video.

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, 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

Skills

Relationship building

Communication skills

Coachable

Organizational skills

Self-starter

CRM proficiency

Education

Bachelor's degree

Tools

CRM software

Video conferencing tools

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:

• 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.

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

Ideal Candidate:

• 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:

• Banking
• Insurance
• Wealth management support
• Client relationship management

Preferred qualifications:

• Bachelor's degree (preferred but not required)