Wealth Management Consultant (WA Licensed)

Job Summary

To support a nationwide insurance distribution strategy, the full-time remote Wealth Management Consultant (WA Licensed) will manage relationships with financial advisors, provide sales support, and train advisors on product offerings to achieve annual sales goals.

Key responsibilities

• Establish and maintain strategic relationships within the assigned territory
• Conduct fact-finding and prospecting with assigned advisors to maximize sales results
• Provide training and support on products, sales processes, and 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
• Possession of Series 6 or 7, Series 63, and appropriate life insurance licenses
• Goal-oriented self-starter with strong communication and presentation skills