Remote Wealth Management Consultant: Life Insurance & Planning

Amerilife Group, LLC; Hartford (CT, MI); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental & Vision

Retirement savings plan

Disability insurance

Life insurance

Job summary

Saybrus Partners is seeking a Wealth Management Consultant to join our nationwide life insurance distribution team. You will drive territory sales goals, provide dedicated assisted-sales support, and work with Edward Jones channels to expand product usage, including life insurance, hybrid LTC, and DI solutions.

The role requires 5+ years in financial services sales, Series 6/7/63 licenses, and life insurance credentials. Travel within the territory and a strong sales acumen are essential.

Qualifications

• Bachelor's degree and professional designations preferred (CLU/ChFC/CFP).
• Series 6/7, Series 63 licenses required; life insurance licenses.
• Extensive knowledge of life insurance products for estate and business planning.
• 5+ years of success in financial services sales; life insurance focus.

Responsibilities

• Establish strategic national, regional, and local relationships within the territory.
• Prospect with assigned advisors to maximize sales results.
• Train advisors on products, features, and sales processes.
• Provide illustration, case design support, and at-sale assistance at client meetings.
• Develop and execute activity plans to maximize field contacts in the territory.

Skills

Financial services sales

Point-of-sale sales

Communication skills

Presentation skills

Licensing (Series 6/7/63)

Education

Bachelor's degree

Professional designations (CLU/ChFC/CFP) preferred

Job description

Saybrus Partners is seeking a Wealth Management Consultant to join our nationwide life insurance distribution team. You will drive territory sales goals, provide dedicated assisted-sales support, and work with Edward Jones channels to expand product usage, including life insurance, hybrid LTC, and DI solutions.

The role requires 5+ years in financial services sales, Series 6/7/63 licenses, and life insurance credentials. Travel within the territory and a strong sales acumen are essential.