Saybrus Partners
Life Insurance • Annuities • High-Net-Worth Market Expertise • Wholesale and Point of Sale Support
51 - 200
Wealth Management Consultant
October 22
Saybrus Partners
Life Insurance • Annuities • High-Net-Worth Market Expertise • Wholesale and Point of Sale Support
51 - 200
Description
• Establishing and maintaining strategic relationships. • Fact-finding and prospecting with assigned advisors. • Training advisors on products and features. • Providing illustration, case, and product design support. • Assisting advisors during client meetings. • Developing and implementing activity plans to maximize field contacts.
Requirements
• Goal-oriented, self-starter. • Excellent communication and presentation skills. • 5+ years of success in financial services sales. • Focus on life insurance strategies. • Experience conducting point of sale life insurance sales a plus. • Bachelor's degree preferred. • Extensive knowledge of life insurance products. • Series 6 or 7, Series 63, and appropriate life insurance licenses.
Benefits
• Competitive total reward package based on performance. • Comprehensive benefits. • Flexibility to balance work and personal time.
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