Wealth Management Consultant

AmeriLife; Seattle (WA); Presencial; USD 80.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive benefits package

PTO and retirement savings

Disability insurance & life insurance

Flexible work options (field-based)

Descripción de la vacante

Saybrus Partners is seeking a dynamic Wealth Management Consultant to drive territory sales within the Edward Jones channel, delivering dedicated assisted-sales support and expanding the product mix including life insurance, hybrid long-term care, and disability income solutions.

The role requires meeting annual sales goals while building strategic relationships with brokers and advisors across the assigned territory.

Formación

• Goal-oriented, self-starter with excellent communication and presentation skills.
• 5+ years of success in financial services sales focusing on life insurance.
• Bachelor's degree; professional designations preferred (CLU, ChFC, CFP).

Responsabilidades

• Establishing 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 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.

Conocimientos

Sales experience

Communication skills

Presentation skills

Educación

Bachelor's degree

Advanced designations preferred (CLU, ChFC, CFP)

Descripción del empleo

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. This position will provide exclusive support to our Edward Jones Channel within an assigned territory. Products offered include life insurance, hybrid long term care insurance and DI. Wealth Management Consultants must live in their assigned territory.

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.
• Salary Range: $80,000 to $100,000 + variable compensation

Salary offers will vary commensurate with experience, education, skills, and training

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 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

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. 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.