Wealth Management Consultant

Amerilife Group, LLC

Northern (KY)

Hybrid

USD 80,000 - 125,000

Full time

13 days ago

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Benefits offered by this job

PTO

Medical insurance

Dental

Retirement savings

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.

Qualifications

5+ years of success in financial services sales with a focus on life insurance strategies.
Bachelor's degree; advanced designations preferred (CLU, ChFC, CFP).
Licenses in Series 6 or 7, Series 63, and life insurance.

Responsibilities

Establish national, regional, and local relationships within the territory.
Fact-finding and prospecting with assigned advisors to maximize sales.
Train advisors on products, sales, marketing ideas and underwriting processes.
Provide illustration, case, and product design support with advisors.
Assist advisors at the point of sale during client meetings.
Develop and implement activity plans to maximize field contacts.

Skills

Financial services sales

Life insurance sales

Communication & presentation

Education

Bachelor's degree

Advanced designations (CLU/ChFC/CFP)

Tools

Series 6 or 7

Series 63

Life insurance licenses

Job description

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.

Job Summary

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.

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.

Salary Range

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

About Saybrus Partners

Saybrus Partners is committed to creating a diverse environment. Saybrus recruits, employs, trains, compensates, and promotes regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law.

What AmeriLife Offers

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. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans 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. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.

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. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available 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. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

Your success is our business

For over a decade, Saybrus Partners has helped to expand the scope of advisors’ and agents’ businesses and forge deeper relationships with clients with life insurance and annuity solutions. Our partner firms include a distinguished list of financial institutions, insurance retailers, broker/dealers and the industry's top carriers. Our 100+ locally-based experts and internal staff of 50 insurance professionals provide assisted sales consultation and traditional wholesaling support. Additionally, we deliver comprehensive case management services through our in-house life new business processing operation. We also assist insurance companies in designing and bringing to market compelling new product offerings. Customization and dedication are signatures of Saybrus’ approach. Our teams work in close alignment with their partner firm(s), becoming immersed in the mission and culture of each organization. Each financial professional receives tailored service and support according to the practice’s needs and objectives. The result is a seamless, well-coordinated experience for our partners and their clients and accretive growth in their business.

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