Wealth Management Sales Consultant

Job Summary

A company is looking for a Wealth Management Sales Consultant to expand their client base and provide personalized financial advice.

Key Responsibilities

• Execute the written sales plan for assigned agencies and report progress to the Associate Regional Director
• Conduct coaching programs, support advisor focus groups, and deliver virtual training sessions for advisors
• Understand and implement the full Wealth Management and Insurance product suite to assist clients and advisors

Required Qualifications

• Bachelor's degree or 10 years of experience in financial services
• 3+ years of experience in the financial services industry
• 2+ years of experience in financial advising, internal wholesaling, or financial planning
• 1+ years of experience with fee-based management
• Must be located in the Mid-West in specified states