Wealth Management Consultant

Job not on LinkedIn

🔥 1 minute ago

⚜️ Louisiana, Michigan – Remote

⚜️ Louisiana – Remote 🚗 Michigan – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 13%

What it means: the chance that no one is really hiring for this job.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

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 • Provide exclusive support to the Edward Jones Channel within an assigned territory • Achieve the territory's annual sales goals, including overall production, penetration rates, and diversity of products sold • Provide dedicated assisted-sales support for life insurance, hybrid long-term care insurance, and DI products

🎯 Requirements

• Must live in the assigned territory • 5+ years of success in financial services sales (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, and appropriate life insurance licenses • Goal-oriented, self-starter with excellent communication and presentation skills • Successful completion of background screening contingent upon employment offer

🏖️ Benefits

• Comprehensive benefits package including PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance • Salaries, incentive awards, and comprehensive benefits based on individual and company performance

📊 Check your resume score for this job

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

Upload Resume