Wealth Management 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

Wealth Management Consultant

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. The Wealth Management Consultant is a critical role in the success of Saybrus' life insurance distribution strategy to national broker/dealers. This position 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.

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, 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.

Job Requirements

• Goal‑oriented, self‑starter with excellent communication and presentation skills.
• 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; 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.
• Series6 or7, Series63, and appropriate life insurance licenses.

Salary Range

$80,000 to $125,000. Salary offers will vary commensurate with experience, education, skills, and training.

Benefits

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

American with Disabilities Act (ADA) Statement

We are committed to full compliance with the American with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially.

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job‑related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential.

About Us

Since 1971, AmeriLife has served the needs of its clients and has grown to more than 1,000 associates across the country. We partner with leading carriers to support consumers’ financial‑wellness goals and offer insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives.

Our Mission

AmeriLife offers insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives.

Our Values

• Honesty – We deal truthfully with all of our clients.
• Integrity – We always do what is right for our clients.
• Accountability – We put our clients’ needs first by taking ownership of our actions.
• Excellence – We do more than our jobs by going the extra mile for our clients.
• Courage – We stand up for what is right.