Wealth Management Consultant (WA Licensed)
virtual vocationsDenver, CO
Wealth Management Consultant (WA Licensed)
Occupations
Insurance Sales AgentsSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsIndustries
Insurance Agencies and BrokeragesAll Other Insurance Related ActivitiesDirect Life Insurance CarriersAbout the role
To support a nationwide insurance distribution strategy, the full-time remote Wealth Management Consultant (WA Licensed) will manage relationships with financial advisors, provide sales support, and train advisors on product offerings to achieve annual sales goals.
Key responsibilities:
Establish and maintain strategic relationships within the assigned territory
Conduct fact-finding and prospecting with assigned advisors to maximize sales results
Provide training and support on products, sales processes, and client meetings
Required qualifications:
5+ years of experience in financial services sales, particularly in life insurance strategies
Bachelor's degree; advanced degrees or designations (e.g., CLU, ChFC, CFP) preferred
Extensive knowledge of life insurance products and their applications
Possession of Series 6 or 7, Series 63, and appropriate life insurance licenses
Goal-oriented self-starter with strong communication and presentation skills
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JOB OVERVIEW
Experience level
Senior
Location
Denver, CO
Occupation
Insurance Sales Agents
Industry
Insurance Agencies and Brokerages
Posted
yesterday
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