Unknown Company

Connecticut Licensed Wealth Consultant

workfromhome • Posted 4 days ago
Remote Full Time Business and Financial Operations Occupations

To support a growing insurance distribution strategy, the full-time remote Connecticut Licensed Wealth Consultant will establish and maintain strategic relationships, provide sales support, and train advisors on life insurance products and features. Key responsibilities Establish and maintain strategic national, regional, and local relationships within the territory Train advisors on products, sales techniques, and underwriting processes to maximize sales results Assist advisors at the point of sale during client meetings and provide case and product design support Required qualifications 5+ years of success in financial services sales with a focus on life insurance strategies Bachelor's degree; advanced degrees 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

Connecticut Licensed Wealth Consultant in workfromhome at Unknown Company

This position is listed as full time and able to be worked remotely.

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