Wealth Management Consultant

Job Summary

A company is looking for a Wealth Management Consultant to support its life insurance distribution strategy.

Key Responsibilities

• Establish and maintain strategic relationships within the assigned territory
• Train advisors on products, sales strategies, and underwriting processes
• Provide sales support during client meetings and assist in developing activity plans

Required Qualifications

• 5+ years of experience in financial services sales, focusing on life insurance
• Bachelor's degree, with advanced degrees or designations 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 strong communication and presentation skills