Wealth Management Consultant

Wealth Management Consultant page is loaded## Wealth Management Consultant remote type:
Remote locations:
Remote, MA:
Remote, MT:
Remote, MI:
Remote, RI:
Remote, WVtime type:
Full time posted on:
Posted 5 Days Agojob requisition :
R4760

We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to share opinions and ideas. Our salaries, incentive awards and comprehensive benefits provide a highly competitive total reward package based on individual and company performance. Many of our employees work from their homes, while others are based in our Hartford, CT headquarters.
** 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.##
** Job Description
**** Duties and Responsibilities
*** 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.
* Present  annuity products and sales concepts via national webinars
* Developing and implementing an activity plan that maximizes contacts with assigned partnerships.
* Attend partnership meetings and national conferences
* Assisting in the preparation of the region's sales and marketing plan.
* Appropriately represent products with assigned accounts.
* Promoting Saybrus’ annuity portfolio via presentations to groups of advisors.
** Job Requirements
*** 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 is recommended.
* Ability to travel as needed.

Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning, as well as protection for life’s uncertainties.

Saybrus Partners is committed to creating a diverse environment.  Saybrus recruits, employs, trains, compensates, and promotes regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law.

Total Compensation: $200,000 - $300,000
** What Ameri Life Offers
** A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
** Equal Employment Opportunity Statement
** 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.
** Americans with Disabilities Act (ADA) Statement
** 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…