Wealth Management Consultant

AmeriLife

1d•$200,000 - $300,000

About The Position

Saybrus Partners is looking for a dynamic individual for the role of Wealth Management Consultant, a critical role in the success of Saybrus' annuity distribution strategy to independent producers. 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.

Requirements

Goal-oriented, self-starter possessing excellent communication and presentation skills.
Bachelor's degree as well as additional advanced degrees and/or designations (e.g. JD, MBA, CLU, ChFC).
Extensive knowledge of annuity products and their applications in retirement planning
A history of success in financial services sales (wholesale or retail)
Series 6 or 7, Series 63, and appropriate life insurance licenses is recommended.
Ability to travel as needed.

Responsibilities

Establishing and maintaining strategic partner relationships.
Training advisors on products and features, sales, and marketing ideas as well as new business processes
Providing illustration, case, and product design support.
Present annuity products and sales concepts via national webinars
Developing and implementing an activity plan that maximizes contacts with assigned partnerships.
Attend partnership meetings and national conferences
Assisting in the preparation of the region's sales and marketing plan.
Appropriately represent products with assigned accounts.
Promoting Saybrus’ annuity portfolio via presentations to groups of advisors.