Remote Wealth Strategy Consultant

Amerilife Group, LLC; United States; Remote; USD 80.000 - 125.000; Vollzeit

Benefits dieser Stelle

PTO

Medical benefits

Dental

Vision

Retirement savings

Disability insurance

Life insurance

Zusammenfassung

AmeriLife Group, LLC is seeking a Wealth Management Consultant to drive national sales, build relationships with broker/dealers, and provide dedicated support across life insurance and annuity products. You will train advisors, assist at client meetings, and design solutions to meet complex retirement and estate planning goals.

The role emphasizes strong communication, a track record in financial services sales, and the ability to manage a broad territory with strategic activity planning.

Qualifikationen

• 5+ years of success in financial services sales (life insurance focus).
• Strong communication and presentation skills for advisor training and client meetings.
• Experience with life insurance illustrations and product design support.

Aufgaben

• Establish and maintain strategic relationships across national, regional, and local levels.
• Prospect and train advisors on products, features, and marketing ideas.
• Provide illustration, case, and design support to advisors and assist at the point of sale.
• Develop activity plans to maximize field contacts within territory and relationships.
• Collaborate with brokers/dealers to meet annual sales goals.

Kenntnisse

Sales experience

Communication skills

Point-of-sale life insurance

Ausbildung

Bachelor's degree

Advanced designations (CLU, ChFC, CFP)

Tools

Series 6/7

Series 63

Jobbeschreibung

AmeriLife Group, LLC is seeking a Wealth Management Consultant to drive national sales, build relationships with broker/dealers, and provide dedicated support across life insurance and annuity products. You will train advisors, assist at client meetings, and design solutions to meet complex retirement and estate planning goals.

The role emphasizes strong communication, a track record in financial services sales, and the ability to manage a broad territory with strategic activity planning.