From Insurance Pro to Wealth Management Advisor

Strittmatter Wealth Management Group; Fort Worth (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Company-generated warm leads

Structured wealth management training

Marketing, operations & client service

Medical, dental, vision & 401(k) with

Job summary

Strittmatter Wealth Management Group (SWMG) is expanding from insurance sales into comprehensive wealth management. We provide training, technology, planning resources, and an investment platform to help you become the primary financial relationship for clients in Fort Worth, TX.

Expect structured development with CRM, portfolio management, and marketing support. Base compensation ranges and performance-based earnings align with building a scalable wealth management practice, offering a path to

Qualifications

• 3+ years of successful experience in insurance sales, financial services, or a related client-facing role.
• Active Life and Health Insurance license.
• Demonstrated history of prospecting, presenting, and closing business.

Responsibilities

• Meet with prospective clients generated through SWMG marketing programs.
• Conduct discovery meetings and uncover financial goals and concerns.
• Identify opportunities where insurance, investments, retirement, tax, and financial planning intersect.
• Work with the planning team to develop comprehensive financial plans.
• Present recommendations in a clear, consultative manner.
• Help clients implement investment and insurance recommendations.
• Develop referrals from existing clients and professional relationships.
• Learn and use SWMG financial planning, CRM, portfolio, and workflow technology.

Skills

Relationship-building

Consultative sales

Prospecting

Closing skills

Education

Bachelor’s degree or equivalent experience

Licensing: Life and Health Insurance

Tools

CRM software

Financial planning tools

Portfolio management tools

Digital onboarding platform

Job description

Strittmatter Wealth Management Group (SWMG) is expanding from insurance sales into comprehensive wealth management. We provide training, technology, planning resources, and an investment platform to help you become the primary financial relationship for clients in Fort Worth, TX.

Expect structured development with CRM, portfolio management, and marketing support. Base compensation ranges and performance-based earnings align with building a scalable wealth management practice, offering a path to