Wealth Management Consultant - AR Licensed
To achieve annual sales goals within their territory, the full-time remote Wealth Management Consultant - AR Licensed will establish strategic relationships, provide sales support, and train advisors on life insurance products and sales processes.
Key responsibilities
Establish and maintain strategic relationships with national, regional, and local advisors
Conduct fact-finding and prospecting to maximize sales results with assigned advisors
Provide training and support on products, sales techniques, and underwriting processes during client meetings
Required qualifications
5+ years of experience in financial services sales, particularly in 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 various planning contexts
Possession of Series 6 or 7, Series 63, and appropriate life insurance licenses
Goal-oriented and self-starter with strong communication and presentation skills