Financial Advisor

Complete Family Protection; Lehi (UT); On-site; USD 68,000 - 83,000; 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

Job summary

Complete Family Protection is expanding its Wealth Division and seeks a Wealth & Annuity Specialist who is passionate about retirement decisions, wealth protection, and building lasting client relationships. The role serves clients nationwide via telephone and video from our Utah office in Lehi.

Compensation includes base salary of $75,000 plus commissions, with total annual income expectations around $150,000 and potential to exceed $200,000 for top performers.

Qualifications

• Driven and highly motivated.
• Relationship-oriented and coachable.
• Comfortable discussing financial concepts with clients.
• Organized, detail-oriented and trust-building.
• Excellent phone and video communication.
• Self-starter with initiative and ownership.
• Retirement planning experience or interest.
• Client discovery and consultative sales mindset.
• Strong communication over the phone and video.
• Willingness to build long-term client relationships.

Responsibilities

• Conduct retirement planning and annuity consultations via phone and video.
• Meet clients referred internally from Medicare, Life Insurance, and Client Service teams.
• Educate clients on fixed 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 opportunities.
• Maintain CRM documentation and client records; build a strong pipeline.

Education

Bachelor's degree (preferred)

Job description

Job Description

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

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

• Annual Base Salary + Commission + Bonus Opportunities
• 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

• 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