Annuity Associate

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We are looking for an Annuity Coordinator to support our Insurance and affiliated Annuity Desk teams. This roles plays a vital role in our Centralized Solutions Groups, supporting advisors and internal teams with expert insurance and annuity guidance. You’ll contribute to the success of our centralized insurance and annuity support structure and assist in providing innovative, client-focused solutions.

As a key contributor to our team, you’ll assist in providing outstanding support to advisors and clients, managing annuity and insurance related tasks, and contributing to the ongoing success of our Annuity Desk and Insurance Department.

This entry-level role offers hands-on experience, growth opportunities, and the chance to develop expertise in annuity products and strategies.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $50,000.00 to $65,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Advisor Support and Client Services

• Direct partnership with Advisors to provide clients with a start-to-finish concierge service for annuity analysis and review, policy implementation, and ongoing servicing
• Assist in providing advisors with insurance and annuity analysis, policy implementation, and servicing support
• Develop knowledge of Variable, Fixed, and Advisory insurance and annuity products to act as a resource for advisors
• Utilize quoting tools to support product selection and integrate solutions into client portfolios
• Collaborate with advisors to provide clients with tailored insurance and annuity recommendations that align with long-term financial goals
   

Annuity Desk Support and Operations

• Work alongside senior team members to refine process workflows, service standards, and operational guidelines for the Annuity Desk
• Contribute to creating tools and resources that support advisor education and client engagement
• Support team operations to ensure smooth day-to-day functioning
• Develop tools and resources to support advisor education and client engagement

Knowledge Development and Industry Collaboration

• Stay informed about trends, regulatory changes, and products in the insurance and annuity marketplace
• Partner with team members and external stakeholders to enhance education and service offerings
• Assist in developing educational materials and content for advisors and clients

Education/Qualifications

• 1 to 3 years’ experience in financial services / annuity specialty / annuity wholesaling
• Bachelor's degree (or equivalent experience)
• Experience working an insurance or annuity desk; including policy reviews, sales and operations, ideally within an RIA or financial advisory firm
• Basic understanding of annuity products, including fixed, indexed, variable, and income annuities, as well as their role in financial planning
• Proficiency with relevant tools and software, such as Microsoft Office and quoting platforms.
• Strong attention to detail, organizational skills, and ability to work collaboratively
• Active Life and Health insurance licenses
• Active FINRA SIE, Series 6 or 7; or willingness to obtain
• Experience with Microsoft Office suite

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Manager level is $50,700.00 to $71,000.00.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.