Remote Wealth Planning Consultant (Life Insurance)

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

Job summary

Saybrus Partners is seeking a dynamic Wealth Management Consultant to drive the territory's sales goals for life insurance and related products, with exclusive support to the Edward Jones channel. The role emphasizes building strategic relationships and delivering illustration and product design support to assigned advisors.

Candidates should have a track record in financial services sales, strong communication and presentation skills, a Bachelor’s degree and relevant designations, and valid

Qualifications

• 5+ years of success in financial services sales (life insurance focus).
• Bachelor's degree; advanced designations preferred (CLU/ChFC/CFP).
• Excellent communication and presentation skills.
• Proficiency in illustrating and designing life insurance solutions for clients.

Responsibilities

• Establish and maintain strategic relationships at national, regional, and local levels.
• Prospect with assigned advisors to maximize sales results and penetration.
• Train advisors on products, features, and underwriting processes; provide illustrations and design support.
• Assist advisors at the point of sale during client meetings.
• Develop and implement activity plans to maximize field contacts within the territory.

Skills

Communication skills

Goal-oriented

Financial services sales

Presentation skills

Relationship building

Education

Bachelor's degree; advanced degrees (CLU/ChFC/ CFP)

Tools

Series 6/7

Series 63

Life insurance licenses

Job description

Saybrus Partners is seeking a dynamic Wealth Management Consultant to drive the territory's sales goals for life insurance and related products, with exclusive support to the Edward Jones channel. The role emphasizes building strategic relationships and delivering illustration and product design support to assigned advisors.

Candidates should have a track record in financial services sales, strong communication and presentation skills, a Bachelor’s degree and relevant designations, and valid