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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. Proven ability to train advisors and provide dedicated sales support within the financial services sector.
Highest-signal resume keywords
5+ Years Financial Services Sales ExperienceLife Insurance Strategies ExpertisePoint Of Sale Life Insurance SalesSeries 6 Or 7, Series 63 LicensesCLU, ChFC, CFP Designations
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 Product KnowledgeSales Strategy DevelopmentClient Meeting SupportActivity Plan ImplementationSales Results Maximization
Soft Skills
Excellent Communication SkillsPresentation SkillsGoal-OrientedSelf-Starter
Certifications & Qualifications
Life Insurance LicensesSeries 6 LicenseSeries 7 LicenseSeries 63 LicenseCLUChFCCFP
Industry Keywords
Financial ServicesLife InsuranceSales SupportEstate PlanningRetirement PlanningBusiness Planning
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, features, sales and marketing ideas, and new business and underwriting processes
- Provide illustration, case, and product design support to 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
- Provide exclusive support to the Edward Jones Channel within an assigned territory
- Achieve the territory's annual sales goals, including overall production, penetration rates, and diversity of products sold
- Provide dedicated assisted-sales support for life insurance, hybrid long-term care insurance, and DI products
Requirements
What you’ll need- Must live in the assigned territory
- 5+ years of success in financial services sales (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
- 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
- Goal-oriented, self-starter with excellent communication and presentation skills
- Successful completion of background screening contingent upon employment offer
Benefits
Comp & perks- Comprehensive benefits package including PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance
- Salaries, incentive awards, and comprehensive benefits based on individual and company performance