Remote Wealth Management Consultant (Life Insurance)

AmeriLife; Eagle (ID); Remote; USD 80,000 - 100,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings plan

Disability insurance

Life insurance

Job summary

Saybrus Partners is seeking a dynamic Wealth Management Consultant to support the Edward Jones Channel within an assigned territory. Primary focus is achieving annual sales goals, growing production and product penetration, and delivering dedicated assisted-sales support to financial professionals nationwide.

The role requires expertise in life insurance and related products, compliance with licensing requirements, and the ability to live in the assigned territory while traveling as needed.

Qualifications

• 5+ years of success in financial services sales with focus on life insurance.
• Bachelor's degree; advanced degrees/designations preferred (CLU, ChFC, CFP).
• Series 6 or 7, Series 63, and appropriate life insurance licenses.

Responsibilities

• Establishing and maintaining strategic national, regional, and local relationships within the territory.
• Fact-finding and prospecting with assigned advisors to maximize sales results.
• Training advisors on products and features, sales, and marketing ideas as well as underwriting processes.
• Providing illustration, case, and product design support with assigned advisors.
• Assisting advisors at the point of sale during client meetings.
• Developing and implementing an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships.

Skills

Communication skills

Presentation skills

Financial services sales

Licenses (Series 6/7, 63, Life)

Education

Bachelor's degree

Advanced degrees/designations (CLU/ChFC/ CFP)

Job description

Saybrus Partners is seeking a dynamic Wealth Management Consultant to support the Edward Jones Channel within an assigned territory. Primary focus is achieving annual sales goals, growing production and product penetration, and delivering dedicated assisted-sales support to financial professionals nationwide.

The role requires expertise in life insurance and related products, compliance with licensing requirements, and the ability to live in the assigned territory while traveling as needed.