Remote Wealth Management Consultant, Life Insurance

Amerilife Group, LLC; Washington; Hybrid; USD 80,000 - 100,000; Full time

Job summary

Saybrus Partners is seeking a Wealth Management Consultant to support its life insurance distribution strategy with national broker/dealers. You will drive territory sales, manage relationships, and provide product design and illustration support to advisors.

The role emphasizes goal attainment, field activity planning, and comprehensive knowledge of life insurance products for estate, retirement, and business planning. Remote-ready and nationwide responsibilities apply.

Qualifications

• Goal-oriented, self-starter with excellent communication and presentation skills.
• 5+ years of success in financial services sales focusing on life insurance strategies.
• Bachelor’s degree; advanced degrees/designations (CLU, ChFC, CFP) preferred.

Responsibilities

• Establishes and maintains strategic national, regional, and local relationships within the territory.
• Fact-finding and prospecting with assigned advisors to maximize sales results.
• Training advisors on products, sales, and underwriting processes; provide illustrations and product design support.
• Assist advisors at the point of sale during client meetings.
• Develop and implement an activity plan to maximize field contacts within the territory.

Skills

Communication

Sales

Presentation

Self-motivated

Education

Bachelor's degree

Advanced degrees preferred

Job description

Saybrus Partners is seeking a Wealth Management Consultant to support its life insurance distribution strategy with national broker/dealers. You will drive territory sales, manage relationships, and provide product design and illustration support to advisors.

The role emphasizes goal attainment, field activity planning, and comprehensive knowledge of life insurance products for estate, retirement, and business planning. Remote-ready and nationwide responsibilities apply.