Wealth Management Consultant

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🕒 6 days ago

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Saybrus Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

🤝 B2B

Insurance • Finance • B2B

Saybrus Partners is a company that collaborates with financial professionals to provide insurance and annuity solutions for income, estate, and business planning, as well as protection against life's uncertainties. They partner with financial institutions, insurance retailers, broker-dealers, and the top life and annuity carriers in the industry. Saybrus Partners offers expertise in assisted sales, traditional wholesaling, new business operations, and custom product design to meet a variety of insurance needs. With a focus on aligning with partner objectives and maintaining high standards, they deliver specialized expertise and customized support to help partners and clients achieve success.

📋 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

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.