Wealth Management Consultant

Job Summary

Saybrus Partners is looking for a dynamic individual for the role of Wealth Management Consultant, a critical role in the success of Saybrus' annuity distribution strategy to independent producers. The Wealth Management Consultant is responsible for achieving the territory's annual sales goals, including overall production, penetration rates, and diversity of products sold by providing dedicated assisted-sales support.

• Establishing and maintaining strategic partner relationships.
• Training advisors on products and features, sales, and marketing ideas as well as new business processes.
• Providing illustration, case, and product design support.
• Presenting annuity products and sales concepts via national webinars.
• Developing and implementing an activity plan that maximizes contacts with assigned partnerships.
• Attending partnership meetings and national conferences.
• Assisting in the preparation of the region's sales and marketing plan.
• Appropriately representing products with assigned accounts.
• Promoting Saybrus’ annuity portfolio via presentations to groups of advisors.

• Goal-oriented, self-starter possessing excellent communication and presentation skills.
• Bachelor's degree as well as additional advanced degrees and/or designations (e.g., JD, MBA, CLU, ChFC).
• Extensive knowledge of annuity products and their applications in retirement planning.
• A history of success in financial services sales (wholesale or retail).
• Series 6 or 7, Series 63, and appropriate life insurance licenses are recommended.
• Ability to travel as needed.

$200,000 - $300,000

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law.

We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.