Wealth Management Consultant

September 15

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Saybrus Partners

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Life Insurance • Annuities • High-Net-Worth Market Expertise • Wholesale and Point of Sale Support

51 - 200

Description

• Establishing and maintaining strategic national, regional, and local relationships within the territory • Fact-finding and prospecting with assigned advisors to maximize sales results • Training advisors on products and features, sales, and marketing ideas as well as new business and underwriting processes • Providing illustration, case, and product design support with assigned advisors • Assisting advisors at the point of sale during client meetings • Developing and implementing an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships

Requirements

• 5+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance strategies • Experience conducting point of sale life insurance sales a plus • 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 • Series 6 or 7, Series 63, and appropriate life insurance licenses

Benefits

• Competitive total reward package based on individual and company performance • Flexibility to help employees balance work and personal time