Wealth Management Consultant
2 weeks ago
RoseMark Advisors, Inc. is in search of a driven and results-oriented Wealth Management Consultant with a focus on life insurance solutions. This position is designed for individuals who excel in life insurance sales and are adept at fostering long-term financial planning relationships with clients. This is a full-time, in-office role.
Key Responsibilities:
- Build and maintain robust client relationships founded on trust and transparency.
- Identify, educate, and guide clients on the significance of life insurance within their overall financial strategy.
- Perform comprehensive needs assessments to propose suitable life insurance options tailored to each client's unique situation and objectives.
- Formulate and implement sales strategies aimed at achieving and surpassing life insurance sales goals.
- Transition life insurance clients into holistic financial planning clients by showcasing the benefits of integrated financial strategies.
- Collaborate with fellow advisors and support personnel to ensure a cohesive client experience.
- Stay updated on market trends, product offerings, and regulatory changes pertinent to life insurance and financial advisory services.
- Ensure compliance with industry regulations and company policies during all client interactions and transactions.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline.
- Valid life insurance license (Series 6 and 63 preferred).
- At least 2 years of experience in life insurance sales, demonstrating a successful track record in meeting sales objectives.
- Exceptional communication and interpersonal abilities.
- Strong knowledge of various life insurance products, including term, whole life, universal life, and annuities.
- Capability to explain complex financial concepts in a clear and accessible manner.
- Proven aptitude for establishing trust and nurturing strong client relationships.
- Dedication to ethical practices and maintaining client confidentiality.
Our ideal candidate is committed to:
- Upholding the highest standards of integrity and ethical conduct.
- Always prioritizing the best interests of our clients.
- Engaging in continuous education and training to remain informed about industry advancements and regulatory updates.
- Actively participating in team meetings and collaborative initiatives.
- Annual Sales Incentive Trips.
- Comprehensive Health Insurance Plans along with supplemental dental and vision coverage.
- Retirement savings plan.
- Ongoing professional development and training opportunities.
- Supportive and collaborative team environment.
RoseMark Advisors, Inc. is committed to assisting clients in achieving financial stability and peace of mind through tailored financial planning and expert advice. We take pride in delivering outstanding service and cultivating enduring relationships based on trust and integrity.
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