Wealth Management Consultant
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Job Description
Remote Wealth Management Consultant driving life insurance and annuity sales for AmeriLife’s Saybrus Partners. Supporting financial advisors through prospecting, training, product design, and point-of-sale assistance.
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 with assigned advisors
- Assist advisors at the point of sale during client meetings
- Develop and implement an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships
- Achieve the territory's annual sales goals, including overall production, penetration rates, and diversity of products sold
- Provide dedicated assisted-sales support to the Edward Jones Channel within an assigned territory
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 is a plus
- Bachelor's degree preferred
- 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
- Must live in the assigned territory
Benefits:
- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance
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