Series 6 and 63 Licensed Wealth Consultant
Job Summary
To support a growing insurance distribution strategy, the full-time Series 6 and 63 Licensed Wealth Consultant will establish strategic relationships, provide sales support, and train advisors on products and processes while working remotely.
Key responsibilities
- Establish and maintain strategic relationships within the assigned territory
- Train advisors on products, sales techniques, and underwriting processes
- Assist advisors during client meetings and provide case design support
Required qualifications
- 5+ years of experience 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 required
- Goal-oriented and self-starter with strong communication and presentation skills
Complete Job Description
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