Wealth & Annuity Advisor – Retirement Planning (Nationwide)

Complete Family Protection

Lehi (UT)

On-site

USD 75,000 - 200,000

Full time

14 days+

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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

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.

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