Wealth Management Consultant (Fully Remote)

Saybrus Partners, LLC; United States; Remote; USD 90,000 - 150,000; Full time

Job summary

Saybrus Partners, LLC is a nationwide insurance distribution organization partnering with financial professionals on insurance and annuity solutions. It has 100+ local experts and 50 internal professionals, and values straightforward communication and rewarding excellence.

The sales role focuses on achieving territory goals, building relationships with national broker/dealers, training advisors, and supporting case design and point-of-sale meetings.

Qualifications

• 5+ years of financial services sales with focus on life insurance strategies.
• Series 6/7, Series 63, and appropriate life insurance licenses required.

Responsibilities

• Achieve territory sales goals by providing assisted-sales support to national broker/dealers.
• Build relationships, train advisors, and support case design and point-of-sale meetings.

Skills

Financial services sales

Relationship building

Advisor training

Education

Series 6/7, 63 and Life Insurance licenses

Job description

• Achieve territory sales goals by providing assisted-sales support to national broker/dealers.
• Build relationships, train advisors, and support case design and point-of-sale meetings.

What You'll Bring:

• 5+ years of financial services sales with focus on life insurance strategies.
• Series 6 or 7, Series 63, and appropriate life insurance licenses.

Who We Are:

• Saybrus Partners is a nationwide insurance distribution organization with 100+ local experts and 50 internal insurance professionals.
• We value straightforward communication, encourage employee ideas, and reward excellence.

Saybrus Partners

Saybrus Partners is a nationwide insurance distribution organization partnering with financial professionals on insurance and annuity solutions. It has 100+ local experts and 50 internal professionals, and values straightforward communication and rewarding excellence.