Wealth Management Consultant

🕒 July 14

🏈 Ohio, Tennessee – Remote

🏈 Ohio – Remote 🎸 Tennessee – Remote

💵 $80k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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AmeriLife

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1973

🏥 Healthcare

💼 Consulting

💸 Finance

💰 Secondary Market on 2022-06

Healthcare • Consulting • Finance

AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.

📋 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

• PTO • medical • dental • vision • retirement savings • disability insurance • life insurance