Wealth Mgmt Consultant

Explore how you can contribute at Ameri Life.

Explore how you can contribute at Ameri Life.

Explore how you can contribute at Ameri Life.

For over 50 years, Ameri Life has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

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 looking for a dynamic individual for the role of Wealth Management Consultant, a critical role in the success of Saybrus' life insurance distribution strategy to national broker/dealers. 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.

Duties and Responsibilities

• Establishing and maintaining strategic national, regional, and local relationships within the territory.
• Fact-finding and prospecting with assigned advisors to maximize sales results.
• Training advisors on products and features, sales, and marketing ideas as well as new business and underwriting processes.
• Providing illustration, case, and product design support with assigned advisors.
• Assisting advisors at the point of sale during client meetings
• Developing and implementing an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships.

Job Requirements

• Goal-oriented, self-starter possessing excellent communication and presentation skills;
• 5+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance strategies; experience conducting point of sale life insurance sales a plus;
• Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred;
• Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning;
  Series 6 or 7, Series 63, and appropriate life insurance licenses.
• Salary Range: $60,000 to $80,000
• Salary offers will vary commensurate with experience, education, skills, and training

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.

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

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)…