Wealth Management Consultant

Job not on LinkedIn

🔥 0 minutes 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.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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 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

🎯 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 • 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

• Incentive awards • Paid time off (PTO) • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance