Wealth Management Consultant

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🦌 Connecticut – Remote

🦌 Connecticut – Remote

💵 $80k - $125k / 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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Saybrus Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

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

• 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, features, sales and marketing ideas, and new business and underwriting processes • Provide illustration, case, and product design support to 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 for Saybrus Partners' life insurance distribution strategy to national broker/dealers

🎯 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 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 • Successful completion of a background screening may be required before employment

🏖️ Benefits

• Competitive total reward package based on individual and company performance • PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance • Reasonable accommodations throughout the application and employment process