Remote Wealth Solutions Consultant
Amerilife Group, LLC
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Benefits offered by this job
Job summary
Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning, as well as protection for life’s uncertainties.
Saybrus Partners is looking for a dynamic individual for the role of Wealth Management Consultant, a critical role in the success of Saybrus' life insurance distribution strategy to national broker/dealers.
Qualifications
- 5+ years of success in financial services sales with a focus on life insurance strategies.
- Bachelor's degree; advanced designations preferred (CLU, ChFC, CFP).
- Licenses in Series 6 or 7, Series 63, and life insurance.
Responsibilities
- Establish national, regional, and local relationships within the territory.
- Fact-finding and prospecting with assigned advisors to maximize sales.
- Train advisors on products, sales, marketing ideas and underwriting processes.
- Provide illustration, case, and product design support with advisors.
- Assist advisors at the point of sale during client meetings.
- Develop and implement activity plans to maximize field contacts.
Skills
Education
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Job description
Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning, as well as protection for life’s uncertainties.
Saybrus Partners is looking for a dynamic individual for the role of Wealth Management Consultant, a critical role in the success of Saybrus' life insurance distribution strategy to national broker/dealers.
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