Wealth Management Consultant: Estate & Retirement Planning Pro

AmeriLife; Washington; Presencial; USD 60.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Descripción de la vacante

Saybrus Partners is a nationwide insurance distribution organization affiliated with AmeriLife and partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning. The Wealth Management Consultant will drive territory sales, achieve annual goals, and provide dedicated assisted-sales support.

The role emphasizes building strategic relationships, conducting prospecting, and supporting advisors at the point of sale to

Formación

• 5+ years of success in financial services sales focusing on life insurance strategies.
• Bachelor's degree and designations preferred (CLU/ChFC/CFP).
• Extensive knowledge of life insurance products for estate, retirement, and business planning.
• Series 6/7, Series 63 and appropriate life insurance licenses required.

Responsabilidades

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

Conocimientos

Financial services sales

Point-of-sale life insurance

Communication skills

Presentation skills

Educación

Bachelor's degree

Advanced degrees/designations (CLU/ChFC/CFP)

Herramientas

Series 6/7

Series 63

Life insurance licenses

Descripción del empleo

Saybrus Partners is a nationwide insurance distribution organization affiliated with AmeriLife and partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning. The Wealth Management Consultant will drive territory sales, achieve annual goals, and provide dedicated assisted-sales support.

The role emphasizes building strategic relationships, conducting prospecting, and supporting advisors at the point of sale to