Wealth Management Consultant
remote type
Remote
locations
Remote, OH
Remote, IN
Remote, TN
time type
Full time
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: $80,000 to $125,000
- 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.
Saybrus Partners is committed to creating a diverse environment. Saybrus recruits, employs, trains, compensates, and promotes regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law.
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
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