Director of Annuity Solutions

About Trajan Wealth

Trajan Wealth LLC manages and advises on assets exceeding $3 billion, quickly becoming one of the nation's fastest expanding Registered Investment Advisor firms. Our distinctive approach combines fully integrated fee-only wealth management, estate planning through Trajan Estate, and tax strategy via Trajan Tax—all conducted in-house without outsourcing, adhering to a fiduciary Family Office model.

Role Overview

The Director of Annuity Solutions holds a senior leadership role focused on expanding the use of annuities and retirement income products firm-wide. Working within the Family Office environment, this position collaborates closely with advisors to implement strategies addressing client income shortfalls, longevity risks, principal protection, and sequence of returns risks.

This role interacts directly with advisors, firm leadership, marketing teams, and strategic carrier partners to craft and execute the firm’s retirement income approach, promoting adoption across all operations.

With access to a broad client network, a strong advisor base, and dedicated marketing resources, the Director is positioned to significantly increase growth in annuity-related solutions.

Key Responsibilities

• Lead the development and execution of the firm’s annuity and retirement income strategy to achieve measurable growth.
• Collaborate with advisors to improve retirement income discussion quality and engagement throughout client planning processes.
• Provide education, case design, and guidance to increase advisor confidence in annuity solution adoption and improve client results.
• Promote alignment with the firm’s planning procedures, aiding advisors in deepening client relationships and advancing comprehensive financial conversations.
• Work alongside established advisors and leadership to identify growth opportunities within the extensive existing client portfolio.
• Utilize marketing tools and platforms to boost education, increase awareness, and stimulate annuity solution adoption firm-wide.
• Serve as an internal expert on annuities and retirement income products, delivering customized illustrations, recommendations, and case strategies.
• Act as a liaison between advisors and insurance marketing organizations (IMOs), field marketing organizations (FMOs), and carriers to ensure optimal support, case design, and execution.
• Support ongoing improvement of the Family Office service model, emphasizing retirement income planning as a strategic differentiator.

Success Metrics

• Achieve a 20-40% annual increase in annuity production across the firm.
• Enhance advisor engagement and confidence in retirement income discussions.
• Establish annuities as a fundamental element of holistic wealth management rather than standalone products.
• Develop a consistent, scalable approach to retirement income planning throughout the organization.

Qualifications

• Impeccable BrokerCheck record demonstrating professionalism and ethical behavior.
• Bachelor’s degree or equivalent experience in the industry.
• Possession of active Series 65 or Series 66 securities licenses.
• Active Life & Annuity license required.
• Minimum five years of experience as a financial advisor, annuity expert, or client-facing advisory role with proven revenue generation capabilities.
• Proven success in originating and closing annuity business opportunities.
• Comprehensive knowledge of fixed, indexed, and variable annuities and their applications in retirement income planning.
• Experience influencing financial advisors to raise adoption and integrate annuity solutions into broader plans.
• Proficiency with CRM systems, with preference for Salesforce, for managing pipelines and tracking sales opportunities.
• Strong skills in Microsoft Office and use of financial illustration software.
• Excellent interpersonal and communication abilities enabling rapid credibility building.
• Highly motivated, results-oriented mindset focused on growth and achievement.
• Customer service oriented yet aligned with revenue growth objectives.
• Absolute integrity and adherence to rigorous ethical standards.

Compensation and Benefits

• Annual base salary ranging from $125,000 to $150,000, supplemented by quarterly bonuses, with total compensation potentially exceeding $200,000 to $300,000.
• 401(k) retirement plan with company matching up to 13%.
• Comprehensive United Healthcare PPO medical insurance fully paid by the employer.
• Additional coverage options including Delta Dental PPO, United Healthcare Vision, Short and Long Term Disability, Life Insurance, and other voluntary benefits.
• Generous paid holidays and personal time off.
• Opportunities for future career advancement within the firm.

Why Join Trajan Wealth?

This position provides a unique chance to assume a critical leadership role within a true Family Office framework, offering immediate access to a broad, existing client base and a ready network of advisors. Supported by dedicated marketing infrastructure, you will play a pivotal role in steering the firm’s growth and strategic development while making a real difference in clients’ financial lives.