ZipRecruiter

Log In

1

Synergy Specialist Jobs (NOW HIRING)

ARTHREX

Installation Project Specialist - Synergy

Naples, FL · On-site +1

$73K - $100K/yr

Installation Project Specialist - Synergy Salary Range: Salary Minimum: $73,500 Salary Maximum: $100,000 *This position is based in Fort Myers, FL. Remote available for the right candidate.* *Project ...

ARTHREX

Installation Project Specialist - Synergy

OR · Remote

$73K - $100K/yr

Installation Project Specialist - Synergy Salary Range: Salary Minimum: $73,500 Salary Maximum: $100,000 *This position is based in Fort Myers, FL. Remote available for the right candidate.* *Project ...

Arthrex

Installation Project Specialist - Synergy

Naples, FL · On-site +1

$73K - $100K/yr

Installation Project Specialist - Synergy Salary Range: Salary Minimum: $73,500 Salary Maximum: $100,000 *This position is based in Fort Myers, FL. Remote available for the right candidate.* *Project ...

SYNERGY HomeCare

Care Specialist

Tomball, TX

Experience the SYNERGY HomeCare difference, where we are united under one purpose, to bring wholehearted, life-energizing care to as many people as possible - on their own terms, in their own homes.

next page

Showing results 1-20

All JobsSynergy Specialist Jobs

Synergy Specialist information

What is the difference between Synergy Specialist vs Project Coordinator?

AspectSynergy SpecialistProject Coordinator
CredentialsTypically requires a bachelor's degree in business, communication, or related fields; certifications like PMI or teamwork certifications are commonUsually holds a bachelor's degree in business, management, or related areas; PMP or CAPM certifications are advantageous
Work EnvironmentCollaborative settings within organizations focusing on team integration and process improvementOffice-based, coordinating project tasks, timelines, and resources across teams
Employer & Industry UsageUsed in corporate, consulting, and organizational development sectorsCommon in construction, IT, marketing, and various project-driven industries

The Synergy Specialist focuses on enhancing team collaboration and organizational synergy, often working on strategic initiatives. In contrast, the Project Coordinator manages project schedules, resources, and communication to ensure project success. While both roles require strong communication skills and organizational abilities, their core responsibilities differ, with the Synergy Specialist emphasizing team dynamics and the Project Coordinator focusing on project execution.

More about Synergy Specialist jobs

What job categories do people searching Synergy Specialist jobs look for?

The top searched job categories for Synergy Specialist jobs are:

Synergy Specialist jobs near you
Infographic showing various Synergy Specialist job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 78% Physical, 2% Hybrid, and 20% Remote job distribution.

Annuity Specialist

Chesterfield, MO • On-site

Synergy Wealth Solutions
Finance and Insurance • 51 - 200 employees
Learn more about Synergy Wealth Solutionsexternal

Full-time

Medical, Life, Retirement

Re-posted yesterday

Job description

Join Synergy Wealth Solutions as Our Annuity Specialist

At Synergy Wealth Solutions, we believe advisors should never have to build their practices alone.

Our specialist team helps advisors better serve clients, grow their businesses, and deliver more comprehensive planning solutions. The Annuity Specialist serves as the firm's subject matter expert on annuity products and retirement income strategies, partnering with advisors to identify opportunities, design solutions, support client cases, and drive business growth.

What You'll Do:
  • Serve as the firm's annuity expert across Fixed, Indexed, Income, Variable, and RILA products.
  • Consult with advisors on product selection, retirement income planning, and case design.
  • Provide technical expertise, sales support, illustrations, and proposal development.
  • Assist with annuity applications, case management, and placement support.
  • Deliver training, product updates, and market insights to advisors and staff.
  • Partner with Operations, Compliance, wholesalers, and carrier partners to ensure a smooth business process.
  • Help increase advisor utilization of annuity solutions and drive firm-wide production growth.
What Success Looks Like:
  • Become a trusted resource for advisors throughout the organization.
  • Increase annuity and retirement income planning activity across the firm.
  • Improve case placement efficiency and advisor experience.
  • Contribute to growth in Tier 1 annuity production and LADL FYC metrics.
Qualifications:

Required

  • Active Life & Health Insurance License
  • 3+ years of experience in annuities, insurance, retirement planning, or financial services
  • Strong understanding of annuity products and retirement income concepts
  • Excellent communication and relationship-building skills

Preferred

  • FINRA registrations (Series 6, 7, 63, and/or 66)
  • Experience supporting financial advisors in a consultative role
  • Experience within an independent advisory, broker-dealer, or insurance organization
Why Join Synergy?

At Synergy, specialists are strategic partners who directly impact advisor success, client outcomes, and firm growth. You'll work alongside advisors to help deliver better retirement outcomes while contributing to a collaborative, growth-oriented culture.