Connecticut Licensed Wealth Consultant

Job Summary

To support a growing insurance distribution strategy, the full-time remote Connecticut Licensed Wealth Consultant will establish and maintain strategic relationships, provide sales support, and train advisors on life insurance products and features.

Key responsibilities

• Establish and maintain strategic national, regional, and local relationships within the territory
• Train advisors on products, sales techniques, and underwriting processes to maximize sales results
• Assist advisors at the point of sale during client meetings and provide case and product design support

Required qualifications

• 5+ years of success in financial services sales with a focus on life insurance strategies
• Bachelor's degree; advanced degrees 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