Licensed Wealth Management Consultant
virtual vocationsDenver, CO
About the role
To support a nationwide insurance distribution strategy, the full-time Licensed Wealth Management Consultant will achieve annual sales goals by providing dedicated assisted-sales support, training advisors, and maintaining strategic relationships, all while working remotely.
Key responsibilities:
Establish and maintain strategic relationships within the assigned territory
Train advisors on products, sales strategies, and underwriting processes
Provide support during client meetings and assist with case design and illustrations
Required qualifications:
5+ years of experience in financial services sales, particularly in life insurance
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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