Wealth Management Consultant

Job not on LinkedIn

🔥 0 minutes ago

🏈 Ohio, Tennessee – Remote

🏈 Ohio – Remote 🎸 Tennessee – 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 maximizing field contacts within an assigned territory and/or assigned relationships • Achieve territory annual sales goals, including overall production, penetration rates, and product diversity, through dedicated assisted-sales support

🎯 Requirements

• 5+ years of success in financial services sales (wholesale or retail), focused on life insurance strategies • Excellent communication and presentation skills • Extensive knowledge of life insurance products and applications in estate, retirement, and business planning • Series 6 or 7 license • Series 63 license • Appropriate life insurance licenses • Bachelor's degree preferred • Experience conducting point-of-sale life insurance sales is a plus • CLU, ChFC, or CFP designations are preferred

🏖️ Benefits

• PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance • Competitive salaries • Incentive awards based on individual and company performance