Wealth Management Consultant

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

📋 Description

• Build and nurture strategic relationships on a national, regional, and local scale within the designated territory.

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

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

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

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

• Create and execute an activity plan that enhances field engagements within the assigned territory and/or designated relationships.

• Meet and exceed the annual sales objectives for the territory, including production levels, penetration rates, and product diversity.

• Deliver dedicated assisted-sales support.

⛳️ Requirements

• Minimum of 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 sales is advantageous.

• Bachelor’s degree is preferred.

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

• Possess Series 6 or 7 licenses.

• Hold a Series 63 license.

• Maintain the necessary life insurance licenses.

• Exhibit excellent communication and presentation abilities.

• Be goal-driven and a self-motivated individual.

🏝️ Benefits

• Incentive awards

• Paid time off (PTO)

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings

• Disability insurance

• Life insurance