Apply on Employer Site

AmeriLife · 3 weeks ago

Saybrus - Wealth Management Consultant

United States

Full-time

Remote

Senior Level

5+ years exp

AmeriLife is a nationwide insurance distribution organization that partners with financial professionals. They are seeking a Wealth Management Consultant responsible for achieving annual sales goals and providing dedicated support to the Edward Jones Channel.

Financial ServicesHealth CareHealth InsuranceInsuranceLife InsuranceMarketing

Responsibilities

Establishing and maintaining strategic national, regional, and local relationships within the territory

Fact-finding and prospecting with assigned advisors to maximize sales results

Training advisors on products and features, sales, and marketing ideas as well as new business and underwriting processes

Providing illustration, case, and product design support with assigned advisors

Assisting advisors at the point of sale during client meetings

Developing and implementing an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships

Qualification

Financial services salesLife insurance knowledgeSales supportLicenses Series 6/7Licenses 63Communication skillsPresentation skillsTraining skillsGoal-orientedSelf-starterRelationship building

Required

Goal-oriented, self-starter possessing excellent communication and presentation skills

5+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance strategies; experience conducting point of sale life insurance sales a plus

Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning

Series 6 or 7, Series 63, and appropriate life insurance licenses