Wealth Management Consultant

🔥 18 hours ago

🥔 Idaho, Oregon, +1 more states – Remote

🥔 Idaho – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $60k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• 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 national broker/dealers

🎯 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 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 • Appropriate life insurance licenses • Excellent communication and presentation skills • Goal-oriented, self-starter

🏖️ Benefits

• PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance