Wealth Management Consultant - Life & Retirement Planning

AmeriLife

Salem (OR)

On-site

USD 80,000 - 100,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Comprehensive benefits package

Job summary

Saybrus Partners, in partnership with AmeriLife, is seeking a Wealth Management Consultant to support the Edward Jones Channel in an assigned territory. You will build strategic relationships and provide product support for life, hybrid long-term care, and DI insurance, helping advisors at the point of sale.

The ideal candidate has 5+ years in financial services sales focused on life insurance, a Bachelor's degree with preferred designations (CLU/ChFC/CFP), and relevant licenses (Series 6/7,

Qualifications

5+ years in financial services sales focused on life insurance strategies.
Bachelor's degree; professional designations preferred (CLU/ChFC/CFP).
Series 6/7 and Series 63 licenses with life insurance licenses.

Responsibilities

Establish strategic national, regional and local relationships within the territory.
Fact-find and prospect with assigned advisors to maximize sales results.
Train advisors on products, features, and underwriting processes.
Provide illustrations and product design support with advisors.
Assist advisors at the point of sale during client meetings.
Develop and implement an activity plan to maximize field contacts.

Skills

Sales experience

Presentation skills

Prospecting

Training advisors

Education

Bachelor's degree

CLU / ChFC / CFP preferred

Tools

Series 6/7

Series 63

Life insurance licenses

Job description

The ideal candidate has 5+ years in financial services sales focused on life insurance, a Bachelor's degree with preferred designations (CLU/ChFC/CFP), and relevant licenses (Series 6/7,

Get your free, confidential resume review.

or drag and drop your file here.