Wealth Management Consultant - Life & Annuity Solutions

AmeriLife; Kentucky; On-site; USD 80,000 - 125,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Job summary

AmeriLife, through Saybrus Partners, is seeking a Wealth Management Consultant to drive territory sales for life insurance and annuity solutions with national broker/dealers. You will partner with financial professionals to grow production and diversify the product mix.

The role requires a goal‑oriented self‑starter with 5+ years in financial services sales, relevant licenses, and strong presentation skills; compensation reflects experience and credentials, with a comprehensive benefits package.

Qualifications

• 5+ years of success in financial services sales focused on life insurance strategies.
• Bachelor's degree; advanced degrees/designations preferred.
• Licenses: Series 6 or 7, Series 63, and life insurance licenses.

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.

Skills

Financial services sales

Life insurance knowledge

Relationship management

Education

Bachelor's degree

Designations (CLU/ChFC/CFP)

Job description

AmeriLife, through Saybrus Partners, is seeking a Wealth Management Consultant to drive territory sales for life insurance and annuity solutions with national broker/dealers. You will partner with financial professionals to grow production and diversify the product mix.

The role requires a goal‑oriented self‑starter with 5+ years in financial services sales, relevant licenses, and strong presentation skills; compensation reflects experience and credentials, with a comprehensive benefits package.