To support a nationwide insurance distribution strategy, the full-time remote Wealth Management Consultant with Licenses will establish and maintain strategic relationships, provide sales support, and train advisors on life insurance products and processes. Key responsibilities Establish and maintain strategic relationships within the assigned territory Train advisors on products, sales strategies, and underwriting processes Assist advisors during client meetings to maximize sales results Required qualifications 5+ years of success in financial services sales, focusing on life insurance strategies Bachelor's degree, with advanced degrees or designations (e.g., CLU, ChFC, CFP) preferred Extensive knowledge of life insurance products and their applications in planning Series 6 or 7, Series 63, and appropriate life insurance licenses Goal-oriented, self-starter with excellent communication and presentation skills
Wealth Management Consultant with Licenses in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.