Remote Wealth Strategy Consultant — Life Insurance & Planning

AmeriLife; Seattle (WA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package

PTO and retirement savings

Disability insurance & life insurance

Flexible work options (field-based)

Job summary

Saybrus Partners is seeking a dynamic Wealth Management Consultant to drive territory sales within the Edward Jones channel, delivering dedicated assisted-sales support and expanding the product mix including life insurance, hybrid long-term care, and disability income solutions.

The role requires meeting annual sales goals while building strategic relationships with brokers and advisors across the assigned territory.

Qualifications

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

Responsibilities

• Establishing strategic national, regional, and local relationships within the territory.
• Fact-finding and prospecting with assigned advisors to maximize sales results.
• Training advisors on products and features, sales, and marketing ideas as well as underwriting processes.
• Providing illustration, case, and product design support with assigned advisors.
• Assisting advisors at the point of sale during client meetings.
• Developing and implementing an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships.

Skills

Sales experience

Communication skills

Presentation skills

Education

Bachelor's degree

Advanced designations preferred (CLU, ChFC, CFP)

Job description

Saybrus Partners is seeking a dynamic Wealth Management Consultant to drive territory sales within the Edward Jones channel, delivering dedicated assisted-sales support and expanding the product mix including life insurance, hybrid long-term care, and disability income solutions.

The role requires meeting annual sales goals while building strategic relationships with brokers and advisors across the assigned territory.