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: $70,000
Commission and production incentives
Six-figure income potential
Strong performers can earn $150,000+
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.
Salary Range: $70000.00 per year
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
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
Experience working directly with clients
Insurance licenses or willingness to obtain required licensing