Wealth Mgmt Consultant
为什么 Saybrus?我们努力帮助员工带来充满职业生活。卓越是预期和奖励的。我们相信直接沟通，鼓励员工分享意见和想法。我们的薪水，激励奖项和综合福利提供基于个人和公司绩效的高度竞争力的总回报包。许多员工从家工作，而其他人则位于 CT 哈特福德本部。工作摘要 赛布鲁斯合作伙伴是一家全国性的保险分销组织，与金融专业人士合作以满足客户的收入，财产和企业规划以及保护生活不确定性方面的保险和年息解决方案。赛布鲁士合作伙伴正在寻找一个充满活力的个人担任财富管理顾问，这在西布鲁斯向国家经纪人/交易商提供生命保险分发战略成功中发挥了关键作用。财富管理顾问负责通过提供专业的协助销售支持，实现该地区年度销售目标，包括总体生产，透率和出售产品多样性。工作描述职责 · 在该领土内建立和维持战略国家，区域和地方关系。·与分配顾问寻找事实并探望以最大限度地提高销售结果。·培训产品和特征，销售和营销想法以及新商业和承包流程的顾问。· 与指定顾问提供插图，案例和产品设计支持。· 协助销售点的顾问在客户会议期间 ·制定和实施一个最大限度地提高分配领土内现场接触和/或分配关系的活动计划。工作要求 ·目标导向，自主创业者拥有优秀的沟通和演示技能；· 5年以上成功的金融服务销售 （批发或零售）专注于生命保险策略；经验进行销售地点的生活保险额外；·学士学位以及其他高级学位和/或指定 （例如 CLU,CFC,CFP）优先；· 广泛了解生命保险产品及其在遗产，退休和企业规划方面的应用；6或 7 系列，63 系列以及适当的生命保险许可证。· 薪资范围：6万至80,000美元。
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Why Saybrus?
We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to share opinions and ideas. Our salaries, incentive awards and comprehensive benefits provide a highly competitive total reward package based on individual and company performance. Many of our employees work from their homes, while others are based in our Hartford, CT headquarters.
Job Summary
Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning, as well as protection for life’s uncertainties.
Saybrus Partners is looking for a dynamic individual for the role of Wealth Management Consultant, a critical role in the success of Saybrus' life insurance distribution strategy to national broker/dealers. The Wealth Management Consultant is responsible for achieving the territory's annual sales goals, including, overall production, penetration rates and diversity of products sold by providing dedicated assisted-sales support.Job Description
Duties and Responsibilities
- Establishing and maintaining strategic national, regional, and local relationships within the territory.
- Fact-finding and prospecting with assigned advisors to maximize sales results.
- Training advisors on products and features, sales, and marketing ideas as well as new business and underwriting processes.
- Providing illustration, case, and product design support with assigned advisors.
- Assisting advisors at the point of sale during client meetings
- Developing and implementing an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships.
Job Requirements
- Goal-oriented, self-starter possessing excellent communication and presentation skills;
- 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 a plus;
- Bachelor's degree as well as 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.
- Salary Range: $60,000 to $80,000
- Salary offers will vary commensurate with experience, education, skills, and training
Saybrus Partners is a nationwide insurance distribution organization that partners with financial professionals to address clients’ needs with insurance and annuity solutions for income, estate, and business planning, as well as protection for life’s uncertainties.
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans with Disabilities Act (ADA) Statement
We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at .
Pay Transparency Statement
We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement
Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.
Originally posted on Himalayas