Licensed Wealth Management Consultant
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Job Summary
To support the life insurance distribution strategy, the full-time Licensed Wealth Management Consultant will achieve annual sales goals by establishing relationships, training advisors, and providing sales support remotely.
Key responsibilities
- Establish and maintain strategic relationships within the assigned territory
- Train advisors on products, sales techniques, and underwriting processes
- Provide sales support during client meetings and assist with product design
Required qualifications
- 5+ years of success in financial services sales, focusing 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
- Series 6 or 7, Series 63, and appropriate life insurance licenses
- Goal-oriented self-starter with excellent communication and presentation skills
Complete Job Description
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