Wealth Management Consultant

Are you a seasoned Life Insurance specialist who would be interested in learning more about a new career opportunity that would elevate you to the next level? As a Wealth Management Consultant, you would partner with other experienced financial professionals to support a niche market of clients that expect top shelf service and access to unique products within their financial portfolios. If you’ve got what it takes, keep reading.

A Day in the Life of this Role: NO CAP ON EARNING POTENTIAL  
As a Wealth Management Consultant, you’ll work directly with Financial Advisors at the top Financial Institutions in the Wirehouse Distribution Channel. You will be responsible for supporting the Financial Advisor and being their go to on Life Insurance recommendations for their clients. The position is a W-2 with full benefits and all expenses covered. First year total compensation will be approx. $115,000+ while the average Wealth Management Consultant - once established – has the potential to earn $250,000+ and top earners far above that, no ceiling.

Top Shelf Candidates Will Have These Qualifications
Our clients expect the best, so we’re interested in speaking to seasoned professionals in the industry who have a minimum of five years of experience in current Life Insurance and advanced planning concept knowledge of Life Insurance Products. Security Licenses: minimum 6 & 63 and Active Life Insurance License required. Additional experience in the following:

• Universal Life
• Indexed Universal
• Variable Universal
• Whole Life
• Wholesale background, the ability to work with Professional Financial Advisors at the top Wirehouse Financial Institutions.
• Being professional and a product expert lending to Financial Advisors having comfort in presenting the Wealth Management Consultant to their clients.
• Point of Sale, that is at the retail level, the ability to close the deal with the Financial Advisor’s client (Financial Advisor will rely on your expertise with their client).
• The ability to work with high-net-worth clients on large premium cases.

What We Consider the Three “P’s” for Success

• Professionals who possess drive and are high-energy individuals
• Professionals who have present knowledge of Life Insurance and a thirst to work with High-Net-Worth clients
• Professionals with confidence to close Point of Sale opportunities at the retail level