Transactional Research Solutions Consultant
LexisNexis
Tableau
Wealth Management Consultant
Saybrus Partners
full-time
Posted on:
Location Type: Remote
Location: Remote • South Carolina • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Achieve territory annual sales goals including overall production, penetration rates and product diversity
- Provide dedicated assisted-sales support to Edward Jones channel within assigned territory
- Establish and maintain strategic national, regional, and local relationships within the territory
- Conduct fact-finding and prospecting with assigned advisors to maximize sales results
- Train advisors on products, features, sales and marketing ideas, and new business and underwriting processes
- Provide illustration, case, and product design support with assigned advisors
- Assist advisors at the point of sale during client meetings
- Develop and implement an activity plan to maximize field contacts within the territory
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 preferred; 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
- Must live in assigned territory and provide exclusive support to Edward Jones Channel
Benefits
- salaries
- incentive awards
- comprehensive benefits
- highly competitive total reward package based on individual and company performance
- Many of our employees work from their homes
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial services saleslife insurance strategiespoint of sale life insurance salessales supportproduct design supportfact-findingprospectingactivity planningclient meetings assistancetraining on products
Soft skills
goal-orientedself-startercommunication skillspresentation skillsrelationship buildingstrategic thinkingorganizational skillssales maximizationcollaborationproblem-solving
Certifications
Bachelor's degreeCLUChFCCFPSeries 6Series 7Series 63life insurance licenses
