Wealth Management Consultant - Remote

Overview

This position is posted by Jobgether on behalf of Saybrus Partners. We are currently looking for a Wealth Management Consultant in Texas (USA).

As a Wealth Management Consultant, you’ll play a pivotal role in supporting financial professionals by delivering tailored life insurance and annuity solutions to meet a broad range of client needs — from income and estate planning to business protection. This is a consultative, relationship-focused role where your ability to train, guide, and assist advisors directly at the point of sale will drive meaningful impact. You’ll be the go-to expert for advisors, blending technical knowledge with interpersonal finesse to build trust and boost territory sales performance. This is an excellent opportunity for a driven and strategic sales professional who thrives on achieving results in a dynamic and flexible environment.

In Short

• Cultivate and manage strategic relationships at the national, regional, and local levels within your assigned territory.
• Work closely with advisors to uncover client needs through fact-finding and prospecting, supporting them in designing effective insurance strategies.
• Deliver hands-on training to advisors on products, features, and best practices for both sales and underwriting processes.
• Provide direct assistance during client meetings, supporting illustration and case design, and enhancing advisor confidence.
• Create and execute an activity plan that maximizes productive field engagement across your advisor base.
• Consistently work toward meeting or exceeding annual sales goals, penetration targets, and product diversity metrics.

Requirements

• Proven experience in sales, particularly in financial services or insurance.
• Strong interpersonal and communication skills.
• Ability to train and guide others effectively.
• Strategic thinking and problem-solving skills.
• Familiarity with life insurance and annuity products.
• Results-driven mindset with a focus on achieving sales targets.

Benefits

• Flexible working environment.
• Opportunity for professional growth.
• Supportive company culture.
• Competitive compensation package.