To support a nationwide insurance distribution strategy, the full-time Licensed Wealth Management Consultant will achieve annual sales goals by providing dedicated assisted-sales support, training advisors, and maintaining strategic relationships, all while working remotely. Key responsibilities Establish and maintain strategic relationships within the assigned territory Train advisors on products, sales strategies, and underwriting processes Provide support during client meetings and assist with case design and illustrations Required qualifications 5+ years of experience in financial services sales, particularly in life insurance Bachelor's degree; advanced degrees or designations (e.g., CLU, ChFC, CFP) preferred Extensive knowledge of life insurance products and their applications Possession of Series 6 or 7, Series 63, and appropriate life insurance licenses Goal-oriented, self-starter with strong communication and presentation skills
Licensed Wealth Management Consultant in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.