Wealth Management Consultant

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

📋 Description

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

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

• Provide training to advisors on products, features, sales strategies, marketing concepts, and new business and underwriting processes.

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

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

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

• Meet annual sales objectives for the territory, including production targets, penetration rates, and product diversity, through committed assisted-sales support.

⛳️ Requirements

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

• Strong communication and presentation abilities.

• In-depth understanding of life insurance products and their applications in estate planning, retirement, and business strategies.

• Possession of a Series 6 or 7 license.

• Holding a Series 63 license.

• Appropriate life insurance licenses are required.

• A bachelor's degree is preferred.

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

• CLU, ChFC, or CFP designations are preferred.

🏝️ Benefits

• Paid Time Off (PTO)

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings plan

• Disability insurance

• Life insurance coverage

• Competitive salary packages

• Incentive awards based on individual and company performance