Wealth Management Consultant

This is a fully remote position, open to applicants in Louisiana, +1 more state.

📋 Description

• Build and nurture strategic relationships at national, regional, and local levels within the designated territory.

• Execute fact-finding and prospecting efforts with designated advisors to enhance sales performance.

• Educate advisors on product offerings, features, sales strategies, marketing concepts, and new business and underwriting procedures.

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

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

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

• Meet the annual sales objectives for the territory, which includes overall production, penetration rates, and product diversity sold.

• Deliver focused assisted-sales support to the Edward Jones Channel within the specified territory.

⛳️ Requirements

• Goal-driven, self-motivated individual with exceptional communication and presentation abilities.

• Over 5 years of proven success 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 certifications (e.g., CLU, ChFC, CFP) are preferred.

• Comprehensive understanding of life insurance products and their roles in estate, retirement, and business planning.

• Possession of Series 6 or 7, Series 63, and relevant life insurance licenses.

• Must reside within the assigned territory.

🏝️ Benefits

• Paid time off (PTO)

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings plan

• Disability insurance

• Life insurance