Note: The job is a remote job and is open to candidates in USA. Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to provide insurance and annuity solutions. The Wealth Management Consultant supports life insurance distribution by achieving territory sales goals, developing advisor relationships, and providing product, case, sales, and point-of-sale support.
Responsibilities
- 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
Skills
- 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
- 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
- Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred
Benefits
- PTO
- Medical
- Dental
- Vision
- Retirement savings
- Disability insurance
- Life insurance
- Remote work arrangement
Company Overview