Consultant Wealth Management

Virtual Vocations Inc · Workfromhome, United States

To support a growing insurance distribution strategy, the full-time Series 6 and 63 Licensed Wealth Consultant will establish strategic relationships, provide sales support, and train advisors on products and processes while working remotely. Key responsibilities Establish and maintain strategic relationships within the assigned territory Train advisors on products, sales techniques, and underwriting processes Assist advisors during client meetings and provide case design support Required qualifications 5+ years of experience in financial services sales, focusing on 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 Series 6 or 7, Series 63, and appropriate life insurance licenses required Goal-oriented and self-starter with strong communication and presentation skills