Wealth Management Consultant

Amerilife Group, LLC; California (MO); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Wealth Management Consultant to enhance their life insurance distribution strategy. This role is pivotal for achieving sales goals and involves building strong relationships with financial advisors. You will provide essential support in sales, training, and product design, while also assisting at client meetings. The company values excellence and offers a competitive rewards package, making this an exciting opportunity for driven individuals looking to make an impact in the financial services sector. If you are goal-oriented and possess a passion for helping clients, this position is perfect for you.

Qualifications

• 5+ years in financial services sales with a focus on life insurance.
• Strong communication and presentation skills are essential.

Responsibilities

• Develop and maintain strategic relationships within the territory.
• Train advisors on products and sales processes.

Skills

Communication Skills

Presentation Skills

Sales Skills

Financial Services Knowledge

Life Insurance Strategies

Education

Bachelor's Degree

CLU

ChFC

CFP

Tools

Sales Illustration Tools

CRM Software

Job description

Wealth Management Consultant

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Locations: Remote, CA

Time Type: Full time

Posted On: Posted 4 Days Ago

Job Requisition ID: R3556

Why Saybrus?

We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to share opinions and ideas. Our salaries, incentive awards, and comprehensive benefits provide a highly competitive total reward package based on individual and company performance. Many of our employees work from their homes, while others are based in our Hartford, CT headquarters in the landmark Boat Building. We are proud to offer programs and flexibility that help employees balance work and personal time.

Job Summary

Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning, as well as protection for life’s uncertainties.

Saybrus Partners is looking for a dynamic individual for the role of Wealth Management Consultant, a critical role in the success of Saybrus' life insurance distribution strategy to national broker/dealers. The Wealth Management Consultant is responsible for achieving the territory's annual sales goals, including overall production, penetration rates, and diversity of products sold by providing dedicated assisted-sales support.

Job Description

Duties and Responsibilities

• Establishing and maintaining 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 new business and 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.

Job Requirements

• Goal-oriented, self-starter possessing excellent communication and presentation skills.
• 5+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance strategies; experience conducting point of sale life insurance sales a plus.
• Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred.
• Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning.
• Series 6 or 7, Series 63, and appropriate life insurance licenses.