Territory Wealth Advisor – Life Insurance & Planning

AmeriLife; Beaverton (OR); On-site; USD 80,000 - 100,000; Full time

Job summary

Saybrus Partners is seeking a dynamic Wealth Management Consultant to drive the territory's annual sales goals and product penetration through exclusive support to the Edward Jones Channel. You will develop relationships with advisors, provide product illustrations, and assist at the point of sale to deliver comprehensive life insurance, LTC, and DI solutions.

You must reside in the assigned territory. Ideal candidates bring 5+ years in financial services sales, strong presentation skills, and

Qualifications

• Bachelor's degree; advanced degrees/designations preferred.
• 5+ years in financial services sales
• Experience at point of sale life insurance sales a plus
• Licenses: Series 6/7, 63, and life licenses

Responsibilities

• Establish strategic national, regional, and local relationships within the territory.
• Prospecting with assigned advisors to maximize sales results.
• Train advisors on products, features, sales, and underwriting processes.
• Provide illustration, case, and product design support with assigned advisors.
• Assist advisors at the point of sale during client meetings.
• Develop an activity plan that maximizes field contacts within an assigned territory and/or relationships.

Skills

Financial sales

Communication

Prospecting

Product knowledge

Licensing knowledge

Education

Bachelor's degree

Advanced designations (CLU/ChFC/CFP)

Job description

Saybrus Partners is seeking a dynamic Wealth Management Consultant to drive the territory's annual sales goals and product penetration through exclusive support to the Edward Jones Channel. You will develop relationships with advisors, provide product illustrations, and assist at the point of sale to deliver comprehensive life insurance, LTC, and DI solutions.

You must reside in the assigned territory. Ideal candidates bring 5+ years in financial services sales, strong presentation skills, and