Licensed Wealth Management Consultant
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Job Summary
To support a nationwide insurance distribution strategy, the full-time Licensed Wealth Management Consultant will achieve annual sales goals by providing dedicated assisted-sales support, training advisors, and maintaining strategic relationships, all while working remotely.
Key responsibilities
- Establish and maintain strategic relationships within the assigned territory
- Train advisors on products, sales strategies, and underwriting processes
- Provide support during client meetings and assist with case design and illustrations
Required qualifications
- 5+ years of experience in financial services sales, particularly in life insurance
- Bachelor's degree; advanced degrees or designations (e.g., CLU, ChFC, CFP) preferred
- Extensive knowledge of life insurance products and their applications
- Possession of Series 6 or 7, Series 63, and appropriate life insurance licenses
- Goal-oriented, self-starter with strong communication and presentation skills
Complete Job Description
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