Wealth Management Consultant

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

📋 Description

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

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

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

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

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

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

• Deliver exclusive assistance to the Edward Jones Channel within the specified territory.

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

• Provide dedicated assisted-sales support for life insurance, hybrid long-term care insurance, and disability income products.

⛳️ Requirements

• Residency in the assigned territory is essential.

• A minimum of 5 years of proven success in financial services sales (wholesale or retail), emphasizing life insurance strategies.

• Experience in point of sale life insurance sales is advantageous.

• A bachelor's degree is preferred.

• Additional advanced degrees and/or designations (such as CLU, ChFC, CFP) are favored.

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

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

• A goal-driven, self-motivated individual with outstanding communication and presentation abilities.

• Successful completion of a background check is contingent upon the employment offer.

🏝️ Benefits

• A comprehensive benefits package that includes paid time off, medical, dental, vision, retirement savings, disability insurance, and life insurance.

• Compensation, incentive awards, and an extensive benefits plan based on individual and company performance.