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Wealth Management Consultant
Saybrus PartnersWealth Management Consultant driving advisor-assisted life insurance sales for Saybrus Partners. Supporting product training, case design, prospecting, and point-of-sale client meetings.
Posted 8/19/2026full-timeRemote • Ohio, Tennessee • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $125,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive knowledge of life insurance products and applications, with a strong focus on financial services sales and client relationship management. Proven ability to achieve sales goals through effective training, support, and communication with advisors.
Highest-signal resume keywords
Financial Services SalesLife Insurance StrategiesCommunication SkillsSeries 6 LicenseSeries 63 License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Life Insurance ProductsSales SupportPoint-of-Sale SalesProduct Design SupportActivity Planning
Soft Skills
Presentation SkillsRelationship Management
Certifications & Qualifications
CLUChFCCFPLife Insurance Licenses
Industry Keywords
Estate PlanningRetirement PlanningBusiness PlanningSales GoalsProduction Rates
About the role
Key responsibilities & impact- 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 to assigned advisors
- Assist advisors at the point of sale during client meetings
- Develop and implement an activity plan maximizing field contacts within an assigned territory and/or assigned relationships
- Achieve territory annual sales goals, including overall production, penetration rates, and product diversity, through dedicated assisted-sales support
Requirements
What you’ll need- 5+ years of success in financial services sales (wholesale or retail), focused on life insurance strategies
- Excellent communication and presentation skills
- Extensive knowledge of life insurance products and applications in estate, retirement, and business planning
- Series 6 or 7 license
- Series 63 license
- Appropriate life insurance licenses
- Bachelor's degree preferred
- Experience conducting point-of-sale life insurance sales is a plus
- CLU, ChFC, or CFP designations are preferred
Benefits
Comp & perks- PTO
- Medical insurance
- Dental insurance
- Vision insurance
- Retirement savings
- Disability insurance
- Life insurance
- Competitive salaries
- Incentive awards based on individual and company performance