Wealth Management Consultant

This is a fully remote position, open to applicants in Idaho, +2 more states.

📋 Description

• Develop and sustain strategic relationships at the national, regional, and local levels within the designated territory.

• Engage in fact-finding and prospecting with assigned advisors to optimize sales outcomes.

• Educate advisors on product features, sales and marketing strategies, as well as new business and underwriting processes.

• Offer support in illustration, case, and product design to assigned advisors.

• Assist advisors during client meetings at the point of sale.

• Create and execute an activity plan aimed at maximizing field interactions within the assigned territory and/or designated relationships.

• Meet the annual sales objectives for the territory, including overall production, penetration rates, and a diverse range of products sold.

• Deliver dedicated assisted-sales support to national broker/dealers.

⛳️ Requirements

• A minimum of 5 years of successful experience in financial services sales (wholesale or retail) with an emphasis on life insurance strategies.

• Experience in conducting point of sale life insurance transactions is advantageous.

• A Bachelor’s degree is preferred.

• Additional advanced degrees and/or designations (e.g., CLU, ChFC, CFP) are preferred.

• Comprehensive knowledge of life insurance products and their use in estate, retirement, and business planning.

• Possession of Series 6 or 7 license.

• Possession of Series 63 license.

• Appropriate life insurance licenses are required.

• Strong communication and presentation skills.

• Goal-oriented and self-motivated individual.

🏝️ Benefits

• Paid time off (PTO).

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Retirement savings plan.

• Disability insurance.

• Life insurance.