Wealth Management Advisor - Life Insurance Focus

Saybrus Partners, LLC; United States; À distance; USD 90 000 - 150 000; Plein temps

Résumé du poste

Saybrus Partners, LLC is a nationwide insurance distribution organization partnering with financial professionals on insurance and annuity solutions. It has 100+ local experts and 50 internal professionals, and values straightforward communication and rewarding excellence.

The sales role focuses on achieving territory goals, building relationships with national broker/dealers, training advisors, and supporting case design and point-of-sale meetings.

Qualifications

• 5+ years of financial services sales with focus on life insurance strategies.
• Series 6/7, Series 63, and appropriate life insurance licenses required.

Responsabilités

• Achieve territory sales goals by providing assisted-sales support to national broker/dealers.
• Build relationships, train advisors, and support case design and point-of-sale meetings.

Connaissances

Financial services sales

Relationship building

Advisor training

Formation

Series 6/7, 63 and Life Insurance licenses

Description du poste

Saybrus Partners, LLC is a nationwide insurance distribution organization partnering with financial professionals on insurance and annuity solutions. It has 100+ local experts and 50 internal professionals, and values straightforward communication and rewarding excellence.

The sales role focuses on achieving territory goals, building relationships with national broker/dealers, training advisors, and supporting case design and point-of-sale meetings.