Wealth Management Consultant

5 days ago


Hartford, Connecticut, United States AmeriLife Full time
About the Role

AmeriLife 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 Responsibilities
  • Establish and maintain strategic relationships with national, regional, and local partners within the territory.
  • Conduct fact-finding and prospecting activities with assigned advisors to maximize sales results.
  • Provide training and support to advisors on products, features, sales, and marketing ideas, as well as new business and underwriting processes.
  • Assist advisors at the point of sale during client meetings.
  • Develop and implement an activity plan that maximizes field contacts within an assigned territory and/or assigned relationships.
Requirements
  • Goal-oriented and self-motivated individual with excellent communication and presentation skills.
  • 5+ years of success in financial services sales, with a focus on life insurance strategies.
  • Bachelor's degree, with 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.
About AmeriLife

AmeriLife 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.



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