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Wealth Management Consultant
Saybrus Partners. Establish and maintain strategic national, regional, and local relationships within the territory .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive knowledge of life insurance products and their applications in estate, retirement, and business planning, while effectively establishing and maintaining strategic relationships to achieve sales goals.
Highest-signal resume keywords
Financial Services SalesLife Insurance StrategiesPoint Of Sale SalesCommunication SkillsGoal-Oriented
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Life Insurance ProductsSales StrategiesProduct Design SupportActivity PlanningSales Support
Soft Skills
Excellent CommunicationPresentation SkillsSelf-Starter
Certifications & Qualifications
Series 6Series 7Series 63Life Insurance Licenses
Industry Keywords
Financial ServicesEstate PlanningRetirement PlanningBusiness PlanningSales Goals
About the role
Key responsibilities & impact- Establish and maintain strategic national, regional, and local relationships within the territory
- Conduct fact-finding and prospecting with assigned advisors to maximize sales results
- Train advisors on products and features, sales and marketing ideas, and new business and underwriting processes
- Provide illustration, case, and product design support with assigned advisors
- Assist advisors at the point of sale during client meetings
- Develop and implement an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships
- Achieve the territory's annual sales goals, including overall production, penetration rates, and diversity of products sold
- Provide dedicated assisted-sales support
Requirements
What you’ll need- 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 is a plus
- Bachelor's degree preferred
- Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning
- Series 6 or 7
- Series 63
- Appropriate life insurance licenses
- Excellent communication and presentation skills
- Goal-oriented, self-starter
Benefits
Comp & perks- Incentive awards
- Paid time off (PTO)
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance