Offer summary

Qualifications:

Bachelor's degree or higher, with preferred advanced designations like CLU, ChFC, or CFP., At least 5 years of successful experience in financial services sales, focusing on life insurance strategies., Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning., Licenses such as Series 6 or 7, Series 63, and appropriate life insurance licenses are required..

Key responsibilities:

Establish and maintain relationships with financial advisors at various levels.

Provide training on products, sales, marketing, and underwriting processes.

Assist advisors during client meetings and support case and product design.

Develop activity plans to maximize field contacts and sales within the territory.

Job description

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.

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.

Required profile