Wealth Management ConsultantVirtualVocations • Oakland, California, United States
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Wealth Management Consultant
VirtualVocations • Oakland, California, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A company is looking for a Wealth Management Consultant to support its life insurance distribution strategy.
Key Responsibilities
Establish and maintain strategic relationships within the assigned territory
Train advisors on products, sales strategies, and underwriting processes
Provide sales support during client meetings and assist in developing activity plans
Required Qualifications
5+ years of experience in financial services sales, focusing on life insurance
Bachelor's degree, with advanced degrees or designations preferred
Extensive knowledge of life insurance products and their applications
Series 6 or 7, Series 63, and appropriate life insurance licenses required
Goal-oriented, self-starter with strong communication and presentation skills
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