Wealth Management Consultant with Licenses
Job Summary
To support a nationwide insurance distribution strategy, the full-time remote Wealth Management Consultant with Licenses will establish and maintain strategic relationships, provide sales support, and train advisors on life insurance products and processes.
Key responsibilities
- Establish and maintain strategic relationships within the assigned territory
- Train advisors on products, sales strategies, and underwriting processes
- Assist advisors during client meetings to maximize sales results
Required qualifications
- 5+ years of success in financial services sales, focusing on life insurance strategies
- Bachelor's degree, with advanced degrees or designations (e.g., CLU, ChFC, CFP) preferred
- Extensive knowledge of life insurance products and their applications in planning
- 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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