[Hiring] Wealth Management Consultant @AmeriLife

Role Description

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.

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.

Qualifications

• 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.

Requirements

• Salary Range: $80,000 to $125,000.
• Salary offers will vary commensurate with experience, education, skills, and training.

Benefits

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