Wealth Mgmt Consultant

AmeriLife; Washington; On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Financial services sales

Point-of-sale life insurance

Communication skills

Presentation skills

Education

Bachelor's degree

Advanced degrees/designations (CLU/ChFC/CFP)

Tools

Series 6/7

Series 63

Life insurance licenses

Job description

Our Company

Explore how you can contribute at AmeriLife.

Our Company

Explore how you can contribute at AmeriLife.

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning, as well as protection for life’s uncertainties.

Saybrus Partners is looking for a dynamic individual for the role of Wealth Management Consultant, a critical role in the success of Saybrus' life insurance distribution strategy to national broker/dealers. The Wealth Management Consultant is responsible for achieving the territory's annual sales goals, including, overall production, penetration rates and diversity of products sold by providing dedicated assisted-sales support.

Job Description

Duties and 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.

Job Requirements

• Goal-oriented, self-starter possessing excellent communication and presentation skills;
• 5+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance strategies; experience conducting point of sale life insurance sales a plus;
• Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred;
• Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning; Series 6 or 7, Series 63, and appropriate life insurance licenses.
• Salary Range: $60,000 to $80,000
• Salary offers will vary commensurate with experience, education, skills, and training

Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning, as well as protection for life’s uncertainties.

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans With Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.