Saybrus Partners
Saybrus Partners is a company that collaborates with financial professionals to provide insurance and annuity solutions for income, estate, and business planning, as well as protection against life's uncertainties. They partner with financial institutions, insurance retailers, broker-dealers, and the top life and annuity carriers in the industry. Saybrus Partners offers expertise in assisted sales, traditional wholesaling, new business operations, and custom product design to meet a variety of insurance needs. With a focus on aligning with partner objectives and maintaining high standards, they deliver specialized expertise and customized support to help partners and clients achieve success.
Life Insurance • Annuities • High-Net-Worth Market Expertise • Wholesale and Point of Sale Support
Internal Sales Consultant
September 15, 2024
Saybrus Partners
Saybrus Partners is a company that collaborates with financial professionals to provide insurance and annuity solutions for income, estate, and business planning, as well as protection against life's uncertainties. They partner with financial institutions, insurance retailers, broker-dealers, and the top life and annuity carriers in the industry. Saybrus Partners offers expertise in assisted sales, traditional wholesaling, new business operations, and custom product design to meet a variety of insurance needs. With a focus on aligning with partner objectives and maintaining high standards, they deliver specialized expertise and customized support to help partners and clients achieve success.
Life Insurance • Annuities • High-Net-Worth Market Expertise • Wholesale and Point of Sale Support
📋 Description
• Support Saybrus distribution segment by proactively managing assigned regions and accounts. • Initiate marketing campaigns and maintain relationships with assigned advisors. • Educate branch staff and financial advisors on life insurance products. • Act as liaison between key clients and internal teams, resolving issues. • Research and provide competitive information for specified products.
🎯 Requirements
• 3+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance. • 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. • Experience in using Salesforce.com to log advisor data, activity, and other pertinent information. • Series 6 or 7, Series 63, and appropriate life insurance licenses.
🏖️ Benefits
• Competitive total reward package based on individual and company performance. • Programs and flexibility that help employees balance work and personal time.
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