Wealth Management Consultant — Life Insurance Channel

AmeriLife; Idaho; Remote; USD 80,000 - 100,000; Full time

Job summary

Saybrus Partners is seeking a dynamic Wealth Management Consultant to support its life insurance distribution strategy, focusing on the Edward Jones Channel within an assigned nationwide territory. You will drive annual sales goals, overall production, and product mix while providing dedicated assisted-sales support to advisors.

Requirements include 5+ years in financial services sales, a Bachelor's degree, and appropriate life insurance licenses.

Qualifications

• 5+ years in financial services sales focusing on life insurance strategies.
• Bachelor’s degree; professional designations preferred.
• Licenses: Series 6/7, Series 63, and appropriate life insurance licenses.

Responsibilities

• Establish and maintain strategic relationships within the territory.
• Prospect with assigned advisors to maximize sales results.
• Train advisors on products, sales, and underwriting processes.
• Provide illustration, case, and product design support.
• Assist advisors at the point of sale during client meetings.
• Develop and implement an activity plan to maximize field contacts.

Skills

Sales experience

Communication skills

Presentation skills

Goal-oriented

Self-starter

Education

Bachelor's degree

CLU/ChFC/CFP designations

Tools

Series 6/7 License

Series 63 License

Life Insurance License

Job description

Saybrus Partners is seeking a dynamic Wealth Management Consultant to support its life insurance distribution strategy, focusing on the Edward Jones Channel within an assigned nationwide territory. You will drive annual sales goals, overall production, and product mix while providing dedicated assisted-sales support to advisors.

Requirements include 5+ years in financial services sales, a Bachelor's degree, and appropriate life insurance licenses.