Saybrus - Wealth Management Consultant
AmeriLife
PA
hace 4 días

Our Company

Explore how you can contribute at AmeriLife.

For nearly 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning, as well as protection for life’s uncertainties.

Saybrus Partners is looking for a dynamic individual for the role of Wealth Management Consultant, a critical role in the success of Saybrus' life insurance distribution strategy to national broker / dealers.

The Wealth Management Consultant is responsible for achieving the territory's annual sales goals, including, overall production, penetration rates and diversity of products sold by providing dedicated assisted-sales support.

Job Description

Duties and 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.
  • Job Requirements

  • 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;
  • Bachelor's degree as well as additional advanced degrees and / or designations (e.g. CLU, ChFC, CFP) preferred;
  • 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.
  • Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning, as well as protection for life’s uncertainties.

  • Remote Nationwide Position
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