Wealth Management Consultant

Amerilife Group, LLC; West Virginia; Remote; USD 60,000 - 80,000; Full time

Job summary

An innovative firm is seeking a Wealth Management Consultant to enhance its life insurance distribution strategy. This role is pivotal in achieving sales goals and providing dedicated support to financial professionals. You'll leverage your expertise in life insurance to train advisors, develop strategic relationships, and maximize sales results. With a focus on work-life balance and a competitive rewards package, this opportunity offers a dynamic work environment where your contributions can significantly impact clients' financial futures. If you're a goal-oriented self-starter with a passion for financial services, this position is perfect for you.

Benefits

Flexible Work Hours

Comprehensive Benefits

Incentive Awards

Work from Home Options

Qualifications

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

Responsibilities

• Establish and maintain strategic relationships within the territory.
• Train advisors on products and sales strategies.

Skills

Communication Skills

Presentation Skills

Sales Strategy

Financial Services Sales

Life Insurance Knowledge

Education

Bachelor's Degree

CLU, ChFC, CFP Designations

Tools

Sales Support Tools

Job description

Wealth Management Consultant

Locations: Remote, FL; Remote, MT; Remote, MI; Remote, MA; Remote, WV

Time Type: Full time

Posted on: Posted 4 Days Ago

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.