Wealth Solutions Consultant – Life Insurance & Estates
Amerilife Group, LLC
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Benefits offered by this job
Job summary
Saybrus Partners is seeking a Wealth Management Consultant to support a national broker/dealers network with life insurance and annuity solutions. You will drive annual sales goals, provide dedicated assisted-sales support, and partner with Edward Jones within your assigned territory.
Candidates should have 5+ years in financial services sales, state licenses, and bachelor’s plus preferred advanced designations.
Qualifications
- 5+ years in financial services sales focusing on life insurance.
- Bachelor's degree; advanced designations (CLU/ChFC/CFP) preferred.
- Licensed (Series 6/7, Series 63) and life insurance licenses.
- Ability to establish strategic relationships and prospect with advisors.
Responsibilities
- Establish and maintain strategic relationships within the territory.
- Perform fact-finding and prospecting with assigned advisors to maximize results.
- Train advisors on products, features, and underwriting processes.
- Provide illustrations, case design, and product support.
- Assist advisors at the point of sale during client meetings.
- Develop activity plans to maximize field contacts.
Skills
Education
Tools
Job description
Saybrus Partners is seeking a Wealth Management Consultant to support a national broker/dealers network with life insurance and annuity solutions. You will drive annual sales goals, provide dedicated assisted-sales support, and partner with Edward Jones within your assigned territory.
Candidates should have 5+ years in financial services sales, state licenses, and bachelor’s plus preferred advanced designations.
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