Saybrus - Wealth Management Consultant

7 days ago


Hartford, United States AmeriLife Full time

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 in the landmark Boat Building. We are proud to offer programs and flexibility that help employees balance work and personal time. 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. * Remote Nationwide Position #J-18808-Ljbffr



  • Hartford, Connecticut, United States Lifetime Recruiting Strategies Full time

    Join Our Team as a Wealth Management ConsultantLifetime Recruiting Strategies is on the lookout for experienced sales professionals to enhance our global brand. This is an opportunity to embark on a rewarding career in the financial services sector, with comprehensive training provided.We seek individuals who are not new to the field; this role is designed...


  • West Hartford, Connecticut, United States M&T Bank Full time

    Position OverviewThe Wealth Management Financial Consultant serves as a trusted advisor, delivering a comprehensive, advice-driven approach to financial solutions tailored for a designated portfolio of clients.Key Responsibilities:Engage with both new and existing clients to explore investment opportunities and insurance products.Focus on the mass affluent...


  • Hartford, Connecticut, United States Lifetime Recruiting Strategies Full time

    Join Our Esteemed TeamAt Lifetime Recruiting Strategies, we pride ourselves on being a premier name in the financial services sector, actively looking for seasoned sales experts to enhance our team.Position Overview:Embark on a rewarding career path in financial sales with us. If you are prepared to elevate your professional journey, we invite you to connect...


  • Hartford, Connecticut, United States AmeriLife Full time

    About the RoleAmeriLife is seeking a dynamic and goal-oriented individual to join our team as a Wealth Management Consultant. This critical role will play a key part in the success of our life insurance distribution strategy to national broker/dealers.Key ResponsibilitiesEstablish and maintain strategic relationships with national, regional, and local...


  • Hartford, United States Fiducient Advisors Full time

    Chicago, IL | Hartford, CT | Washington, DC | Boston, MA Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping...


  • Hartford, United States Integrity Marketing Group Full time

    About Ash For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of almost 400 is the same service-centered culture as we were in 1971. Ash Brokerage works with financial professionals to help find, understand and process insurance and...


  • Hartford, Connecticut, United States Jobs via eFinancialCareers Full time

    Position OverviewWe are seeking a dedicated Cash & Securities Management Consultant to join our dynamic Investment Operations team. In this role, you will play a crucial part in ensuring the smooth execution of transaction processes and supporting the onboarding of new investment managers.Key ResponsibilitiesOversee transaction processing and ensure accuracy...

  • Wealth Strategist

    4 days ago


    West Hartford, Connecticut, United States Fidelity TalentSource LLC Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Strategist to join our team at Fidelity TalentSource LLC. As a Wealth Strategist, you will be responsible for providing personalized and dedicated financial planning services to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement...


  • Hartford, Connecticut, United States Empower Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Consultant to join our team at Empower. As a Financial Consultant, you will play a critical role in helping our customers achieve their long-term financial goals.Key ResponsibilitiesProvide expert guidance to customers on their retirement savings options, including 401K and IRA...


  • Hartford, Connecticut, United States Integrity Marketing Group Full time

    About Integrity Marketing GroupIntegrity Marketing Group has been a leader in the insurance industry for over 50 years, dedicated to enhancing lives through meaningful relationships. Our culture, rooted in service, has been our guiding principle since our inception.We collaborate with financial professionals to navigate and implement insurance and retirement...

  • VP, Wealth Planner

    7 days ago


    West Hartford, United States Fidelity TalentSource LLC Full time

    Job Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful...


  • Hartford, Connecticut, United States PMA Companies Full time

    Position Overview:The Risk Management Consultant will report to a Risk Control Manager or Regional Manager, with potential collaboration with specific team and practice leaders.This role involves applying risk management strategies and techniques to effectively select, manage, and retain client accounts.The consultant will concentrate on assessing client...


  • Hartford, Connecticut, United States Covr Financial Technologies Full time

    Business Development ConsultantsREPORTS TO: Sales Support & Competitive Intelligence Supervisor DEPARTMENT: Advisor SalesFLSA STATUS: Non-ExemptTRAVEL: NoneWORK SCHEDULE: M-F, may need to flex times due to business needsLOCATION: Hybrid, Hartford, CT, 4 days onsite – 1 day remoteCOMPANY OVERVIEW:Covr Technologies is a market leading insurance-as-a-services...


  • Hartford, Connecticut, United States AmeriLife Full time

    Job OverviewAmeriLife is a leading organization in the insurance distribution sector, dedicated to partnering with financial professionals to meet clients' needs through innovative insurance and annuity solutions. We are currently seeking a Wealth Strategy Consultant, a pivotal role that contributes significantly to our life insurance distribution...


  • Hartford, Connecticut, United States Jobs via eFinancialCareers Full time

    Position OverviewWe are seeking a dedicated Cash & Securities Management Consultant to join our dynamic Investment Operations team. In this role, you will engage in various essential functions, including:Transaction Processing: Ensure accurate and timely execution of financial transactions.Manager Onboarding: Facilitate the integration of new management...


  • Hartford, Connecticut, United States Jobs via eFinancialCareers Full time

    Position OverviewWe are seeking a dedicated Cash & Securities Management Consultant to join our dynamic Investment Operations team. In this role, you will play a crucial part in managing transaction processes and supporting the onboarding of new investment managers.Key ResponsibilitiesOversee transaction processing to ensure accuracy and...


  • Hartford, Connecticut, United States Sentry Full time

    Position OverviewSentry Insurance, a Mutual Company, is pleased to present an opportunity for a Safety and Risk Management Consultant. Our commitment to exceptional customer service is reflected in the dedication of our team members. At Sentry, our professionals are driven by a passion for service and achieving business objectives.We are in search of a risk...


  • Hartford, United States Covr Financial Technologies Full time

    Job DescriptionJob DescriptionBusiness Development ConsultantsREPORTS TO: Sales Support & Competitive Intelligence Supervisor DEPARTMENT: Advisor SalesFLSA STATUS: Non-ExemptTRAVEL: NoneWORK SCHEDULE: M-F, may need to flex times due to business needsLOCATION: Hybrid, Hartford, CT, 4 days onsite – 1 day remoteCOMPANY OVERVIEW:Covr Technologies is a market...


  • Hartford, United States Infosys Limited Full time

    Principal Consultant - Clinical Data Management Infosys is seeking Principal Consultant with Clinical data management experience. As a Principal Consultant, you will be a key player in the consulting team that helps discover and define the problem statement, evaluates the solution options, and makes recommendations. You will create business requirement and...


  • Hartford, United States Insight Global Full time

    Insight Global is seeking a Workplace Information Management Consultant to work at a Fortune 500 Healthcare Company as a Workplace Information Management Consultant. Your main responsibility will be working as a UAT tester for the real estate lifecycle platform (Tririga) which means you will be testing the software to ensure it meets the needs of real estate...