Strategic Wealth & Insurance Consultant

Amerilife Group, LLC; Kentucky; Hybrid; USD 80,000 - 125,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

Saybrus Partners is seeking a Wealth Management Consultant to drive national life insurance distribution strategies by partnering with financial professionals and broker/dealers.

The role focuses on establishing relationships, guiding advisors on products and design, and achieving territory sales goals with a strong emphasis on estate and retirement planning. Great compensation with comprehensive benefits package and growth opportunities.

Qualifications

• 5+ years of success in financial services sales (wholesale or retail) focused on life insurance strategies.
• Experience conducting point-of-sale life insurance sales is a plus.
• Bachelor’s degree; designations (CLU, ChFC, CFP) preferred.
• Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning.
• Series6 or 7, Series63, and appropriate life insurance licenses.

Responsibilities

• Establish strategic national, regional, and local relationships within the territory.
• Fact-finding and prospecting with assigned advisors to maximize sales results.
• Training advisors on products, features, sales, and marketing ideas, as well as new business and underwriting processes.
• Providing illustration, case, and product design support to 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

Financial services sales

Life insurance knowledge

Licenses (Series 6/7/63)

Education

Bachelor's degree

CLU/ChFC/CFP designations preferred

Job description

Saybrus Partners is seeking a Wealth Management Consultant to drive national life insurance distribution strategies by partnering with financial professionals and broker/dealers.

The role focuses on establishing relationships, guiding advisors on products and design, and achieving territory sales goals with a strong emphasis on estate and retirement planning. Great compensation with comprehensive benefits package and growth opportunities.