Wealth Management Consultant - AR Licensed

Job Summary

To achieve annual sales goals within their territory, the full-time remote Wealth Management Consultant - AR Licensed will establish strategic relationships, provide sales support, and train advisors on life insurance products and sales processes.

Key responsibilities

• Establish and maintain strategic relationships with national, regional, and local advisors
• Conduct fact-finding and prospecting to maximize sales results with assigned advisors
• Provide training and support on products, sales techniques, and underwriting processes during client meetings

Required qualifications

• 5+ years of experience in financial services sales, particularly in 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 in various planning contexts
• Possession of Series 6 or 7, Series 63, and appropriate life insurance licenses
• Goal-oriented and self-starter with strong communication and presentation skills