Wealth Mgmt Consultant

AmeriLife•Remote, WA, WA

9d•$60,000 - $80,000

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, as well as protection for life’s uncertainties. The Wealth Management Consultant plays a critical role in Saybrus’ life insurance distribution strategy to national broker/dealers. The position 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. Employees may work from home or be based at the company’s Hartford, Connecticut headquarters. Saybrus describes its total rewards package as including salaries, incentive awards, and comprehensive benefits based on individual and company performance.

Requirements

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

Nice To Haves

Experience conducting point-of-sale life insurance sales is a plus.
A bachelor’s degree is preferred.
Additional 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.