Licensed Wealth Management Consultant

Job Summary

To support a nationwide insurance distribution strategy, the full-time Licensed Wealth Management Consultant will establish and maintain relationships, provide training and sales support to advisors, and assist in achieving annual sales goals while working remotely.

Key responsibilities

• Establish and maintain strategic relationships within the territory
• Train advisors on products, sales strategies, and underwriting processes
• Provide case and product design support during client meetings

Required qualifications

• 5+ years of experience in financial services sales, focusing on life insurance
• Bachelor's degree; advanced degrees or designations (e.g., CLU, ChFC, CFP) preferred
• Extensive knowledge of life insurance products and their applications
• Series 6 or 7, Series 63, and appropriate life insurance licenses required
• Goal-oriented self-starter with excellent communication and presentation skills