Saybrus - Wealth Management Consultant

AmeriLife•Remote, LA, MI

About The Position

Saybrus Partners, a nationwide insurance distribution organization, partners with financial professionals to address clients’ needs through insurance and annuity solutions for income, estate, and business planning, as well as protection for life’s uncertainties. The Wealth Management Consultant is a critical part of Saybrus’ life insurance distribution strategy to national broker/dealers and provides dedicated assisted-sales support to achieve territory sales goals, including production, penetration rates, and product diversity. The role exclusively supports 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 disability income insurance.

Requirements

Be a goal-oriented self-starter with excellent communication and presentation skills.
Have 5 or more years of success in financial services sales, either wholesale or retail, focused on life insurance strategies.
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; additional advanced degrees and/or designations such as CLU, ChFC, or CFP are preferred.
Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning.

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 the assigned territory and/or assigned relationships.
Achieve territory annual sales goals, including overall production, penetration rates, and diversity of products sold.