Wealth Management Consultant
# Wealth Management Consultant **AmeriLife** · United States · `Remote` · `Full Time` 💼 **Уровень роли:** `Senior` 💰 **Компенсация:** `$80,000 – $125,000` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Himalayas (JSON API)* --- ### Top Skills & Match 🎯 **Ключевой стек роли:** `[Wealth-Management-Consultant]` `[Financial-Services-Sales]` `[Insurance-Sales]` `[Life-Insurance-Sales]` `[Sales-Consultant]` `[Wealth-Management-Consulting]` `[Wealth-Management-Advisor]` `[Wealth-Advisor]` `[Financial-Planning-Consultant]` `[Wealth-Manager]` `[Private-Wealth-Consulting]` `[Wealth-Advisory]` `[Investment-Consultant]` `[Financial-Consultant]` --- ### About the Role Our Company Explore how you can contribute at AmeriLife . For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning, as well as protection for life’s uncertainties. Saybrus Partners is looking for a dynamic individual for the role of Wealth Management Consultant, a critical role in the success of Saybrus' life insurance distribution strategy to national broker/dealers. The Wealth Management Consultant is responsible for achieving the territory's annual sales goals, including, overall production, penetration rates and diversity of products sold by providing dedicated assisted-sales support. Job Description Duties and Responsibilities - Establishing and maintaining strategic national, regional, and local relationships within the territory. - Fact-finding and prospecting with assigned advisors to maximize sales results. - Training advisors on products and features, sales, and marketing ideas as well as new business and underwriting processes. - Providing illustration, case, and product design support with assigned advisors. - Assisting advisors at the point of sale during client meetings - Developing and implementing an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships. Job 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 as well as 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. - Salary Range: $80,000 to $125,000 - Salary offers will vary commensurate with experience, education, skills, and training Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning, as well as protection for life’s uncertainties. Saybrus Partners is committed to creating a diverse environment. Saybrus recruits, employs, trains, compensates, and promotes regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance. Americans with Disabilities Act (ADA) Statement Pay Transparency Statement Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond. Originally posted on Himalayas
- Wealth-Management-Consultant
- Financial-Services-Sales
- Insurance-Sales
- Life-Insurance-Sales
- Sales-Consultant
- Wealth-Management-Consulting
- Wealth-Management-Advisor
- Wealth-Advisor
- Financial-Planning-Consultant
- Wealth-Manager
- Private-Wealth-Consulting
- Wealth-Advisory
- Investment-Consultant
- Financial-Consultant
Наблюдалась 2026-10-16, впервые 2026-10-16, источник — Himalayas (JSON API).