Wealth Protection Advisor

Valmark Financial Group; Glenview (IL); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Base salary + compensation

Ongoing training and mentorship

Equity and ownership upside potential

Flexible, collaborative culture

Remote work options

Travel for client meetings

Job summary

Stone Point Financial Group is seeking a Wealth Protection Advisor in Illinois to identify new clients, develop centers of influence, and arrange meetings to place life insurance products including life, disability income, long-term care, annuities and life settlements. The role emphasizes growth, compliance, and client-focused solutions.

The ideal candidate has sales experience and a background in life insurance, with willingness to travel for off-site meetings and a drive for achieving

Qualifications

• Bachelor’s degree and 3 years advising, consulting or selling insurance related financial services experience.
• Life & Health Insurance License required; securities licenses preferred.
• Strong communication and relationship-building skills.
• Willingness to travel for off-site meetings.
• Ability to meet quarterly and annual sales targets.

Responsibilities

• Actively prospect for new clients through networking, referrals, and warm leads.
• Conduct needs-based assessments to understand client goals and policies.
• Prepare and present comprehensive insurance proposals with clear policy terms.
• Utilize CRM tools to manage client interactions and track progress.
• Build and maintain relationships with clients and provide ongoing policy reviews.
• Stay current on life insurance products, underwriting guidelines, and regulatory requirements.
• Complete continuing education and attend regulatory meetings.
• Support business growth with leadership collaboration.

Skills

Strong communication

Relationship-building

Self-motivated

Analytical skills

Sales targets

Travel to meetings

Microsoft Office

Education

Bachelor’s degree

Life & Health Insurance License

Securities licenses (Series 6, 7, 63, 65) preferred

Tools

Microsoft Office

Job description

Position Overview:
Are you an ambitious, personable individual with an analytical mindset who is a driven self-starter, passionate about helping clients protect their financial futures? If so, this position is for you! Our company is seeking a Wealth Protection Advisor. The primary role entails identifying new prospective clients, developing centers of influence for referral opportunities, and scheduling meetings to generate new insurance placements. The ideal candidate will have previous sales experience and a background or familiarity with life insurance products. Specific insurance product types include life, disability income, and long-term care insurance, as well as annuities and life settlements. This is a rare opportunity to join a firm with a clear path to significant personal and professional growth in the life insurance industry.

Position Overview:
Are you an ambitious, personable individual with an analytical mindset who is a driven self-starter, passionate about helping clients protect their financial futures? If so, this position is for you! Our company is seeking a Wealth Protection Advisor. The primary role entails identifying new prospective clients, developing centers of influence for referral opportunities, and scheduling meetings to generate new insurance placements. The ideal candidate will have previous sales experience and a background or familiarity with life insurance products. Specific insurance product types include life, disability income, and long-term care insurance, as well as annuities and life settlements. This is a rare opportunity to join a firm with a clear path to significant personal and professional growth in the life insurance industry.
About Us:
Stone Point Financial Group is a dynamic, profitable, client-focused, independent life insurance practice with a strong reputation for excellence and personalized service to our clients. As we continue to grow, we are looking for a motivated, entrepreneurial professional to join our team. Our firm has over 30 years of experience in the life insurance industry and this role offers unlimited income potential and the possibility of future ownership interest for the right individual.
Key Responsibilities:

• Actively prospect for new clients through networking, social media, referrals, and warm leads
• Conduct needs-based assessments to help understand client goals and analyze any existing or related policies
• Prepare and present comprehensive insurance proposals using our tools, ensuring clarity and understanding of policy terms and conditions to align with client goals
• Utilize CRM tools to manage client interactions, track sales progress, and document important client information
• Build and maintain ongoing relationships with clients, provide periodic policy reviews, and trusted, tailored insurance solutions with ongoing support
• Stay current on life insurance products, underwriting guidelines, industry trends and compliance regulations
• Complete continuing education requirements, attend workshops and annual regulatory meetings
• Achieve quarterly and annual sales targets
• Contribute to a team-focused, entrepreneurial environment with a commitment to long-term success
• Work closely with the leadership team to support business growth and development

Key Qualifications:

• Strong communication and relationship-building skills
• Excellent interpersonal skills and be comfortable with people from all walks of life and in various financial and emotional states
• Highly self-motivated and capable of working independently
• Strong analytical and organizational skills and attention to detail
• Ability to work towards and achieve quarterly and annual sales targets
• A genuine desire to help others and a long-term vision for success
• Capability to travel to off-site meetings
• Proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)

Experience and Education:

• Bachelor’s degree
• 3 years previous advising, consulting or selling insurance related financial services experience
• Fundamental understanding and knowledge of various types of insurance products
• Background of income and estate tax beneficial
• Life & Health Insurance License
• Securities licenses (Series 6, 7, 63 and 65) preferred

What We Offer:

• Competitive compensation (Base Salary + Compensation)
• Ongoing training, support, and one-on-one mentorship
• Unlimited upside potential with opportunities for equity and ownership
• A flexible and collaborative work culture focused on your success
• The chance to build a meaningful career in a supportive, profitable practice
• Flexible Work Environment: In office with options for remote work. Travel may be required for client meetings or networking events