Saybrus Partners
Life Insurance • Annuities • High-Net-Worth Market Expertise • Wholesale and Point of Sale Support
Wealth Management Consultant
November 27
Saybrus Partners
Life Insurance • Annuities • High-Net-Worth Market Expertise • Wholesale and Point of Sale Support
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
• Goal-oriented, self-starter possessing excellent communication and presentation skills • 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
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