Saybrus - Wealth Management Consultant

AmeriLife • Remote, LA, MI

1d

About The Position

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, and protection for life’s uncertainties. The Wealth Management Consultant supports Saybrus’ life insurance distribution strategy to national broker/dealers and is responsible for achieving annual territory sales goals, including overall production, penetration rates, and product diversity, through dedicated assisted-sales support. The position provides exclusive support to the Edward Jones Channel within an assigned territory, and the consultant must live in that territory. Products include life insurance, hybrid long-term care insurance, and DI.

Saybrus describes its total rewards as including competitive salaries, incentive awards, and comprehensive benefits based on individual and company performance. Many employees work from home, while others are based at the Hartford, Connecticut headquarters.

Requirements

• Be a goal-oriented self-starter with excellent communication and presentation skills.
• Have 5 or more years of successful financial services sales experience, wholesale or retail, focused on life insurance strategies.
• Have extensive knowledge of life insurance products and their applications in estate, retirement, and business planning.
• Hold Series 6 or Series 7, Series 63, and appropriate life insurance licenses.
• Live in the assigned territory.

Nice To Haves

• Experience conducting point-of-sale life insurance sales.
• A bachelor’s degree; advanced degrees and/or designations such as CLU, ChFC, or CFP are preferred.

Responsibilities

• Establish and maintain strategic national, regional, and local relationships within the territory.
• Conduct fact-finding and prospecting with assigned advisors to maximize sales results.
• Train advisors on products and features, sales and marketing ideas, and new business and underwriting processes.
• Provide illustration, case, and product design support to assigned advisors.
• Assist advisors at the point of sale during client meetings.
• Develop and implement an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships.
• Achieve the territory’s annual sales goals, including overall production, penetration rates, and diversity of products sold, through dedicated assisted-sales support.

Benefits

• Paid time off (PTO).
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Retirement savings.
• Disability insurance.
• Life insurance.
• Incentive awards and competitive salaries based on individual and company performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed