Top 96473 Solutions Director Jobs

Director of Annuity Solutions - 125-150K Base Plus Bonus
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Director of Annuity Solutions - 125-150K Base Plus Bonus

Trajan Wealth -
Scottsdale, AZ

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Job Details

Full-time
$125,000 - $150,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
401(k) matching
Life insurance

Qualifications

Revenue growth
Financial sales
Customer relationship building
Professional ethics
Opportunity Management
Financial product expertise
Sales management systems proficiency
Business development within finance
CRM system proficiency
Productivity software
Experience practicing in the securities industry
Retirement planning advisory services

Full Job Description

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

The Director of Annuity Solutions is a senior, revenue-driving leader responsible for expanding annuity adoption and retirement income solutions across the firm. Operating within a Family Office model, this role partners closely with advisors to integrate solutions that address income gaps, longevity risk, and principal protection.

This role works directly with advisors, leadership, marketing, and strategic carrier partners to shape the firm's retirement income strategy and drive adoption across the organization.

This individual will influence, support, and drive adoption of annuity strategies by enhancing advisor engagement, strengthening client conversations, and improving consistency across the firm's planning process. With access to an established client base, built-in advisor network, and dedicated marketing support, this role offers the opportunity to drive meaningful growth at scale.

This position would be full-time onsite at our corporate office in Scottsdale.

Duties and Responsibilities

Lead the firm's annuity and retirement income strategy, driving measurable growth by partnering with advisors to deliver solutions that address income gaps, longevity risk, principal protection, and sequence of returns risk
Partner with advisors to elevate the quality and consistency of retirement income conversations and client engagement throughout the planning process
Influence and support adoption of annuity solutions by providing education, case design, and real-time guidance that strengthens advisor confidence and improves client outcomes
Encourage alignment with the firm's planning process, helping advisors deepen client relationships and advance opportunities into more comprehensive conversations, including third meetings
Collaborate with an established advisor force and leadership team to identify opportunities within a large, existing client base-unlocking significant organic growth
Leverage the firm's marketing platform and resources to promote education, drive awareness, and increase firm-wide adoption of annuity solutions
Serve as a trusted internal expert on annuity and retirement income solutions, delivering high-quality illustrations, recommendations, and case strategy tailored to client needs
Act as a key liaison between advisors and IMO/FMO partners and carriers, ensuring strong support, effective case design, and seamless execution
Support the continued evolution of the firm's Family Office model, positioning retirement income planning as a core differentiator

What Success Looks Like Drive a 20-40% year-over-year increase in annuity production across the firm Increase advisor engagement and confidence in retirement income planning Establish annuities as a core component of holistic wealth management, not a standalone solution Help scale a consistent, repeatable approach to retirement income planning across the organization

Qualifications

Clean BrokerCheck record with a strong reputation for professionalism and ethical conduct
Bachelor's degree or equivalent industry experience required
Active securities licensing required: Series 65 or Series 66
Active LifeAnnuity license required
5+ years of experience as a financial advisor, annuity specialist, or in a client-facing advisory role with demonstrated success driving revenue
Proven track record of generating and closing annuity business, not just supporting it
Strong understanding of annuity products, including fixed, indexed, and variable annuities, and their role in retirement income planning
Experience influencing advisors, improving adoption, and integrating solutions into broader financial plans
Strong experience using CRM systems, Salesforce preferred, to manage pipelines and track opportunities
High proficiency in Microsoft Office and financial illustration tools
Exceptional interpersonal and communication skills with the ability to build credibility quickly
Highly proactive, results-driven mindset with a strong focus on outcomes and growth
Strong service orientation paired with a revenue-focused mentality
Unquestionable integrity and adherence to a strong code of ethics

Why Join Us?

We believe financial professionals don't just sell annuities-they solve income gaps, longevity risk, principal protection, and sequence risk.

This role offers a unique opportunity to step into a high-impact leadership position within a true Family Office model, with immediate access to:

Thousands of existing clients within a growing, established base
A built-in advisor network, creating immediate opportunity to influence results
Dedicated marketing support and infrastructure
The ability to impact the entire organization's growth and strategy

Benefits

$125,000 to $150,000 base salary plus quarterly bonus, total compensation $200,000-$300,000+

401(k) with a matching contribution up to 13%

United Healthcare PPO medical coverage for employees, paid by the company

Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options

Generous holidays and PTO

Future career growth opportunity

Come and join a team that is making a difference in their clients and employees' lives!

Quick Apply

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