Partnering with institutions and financial professionals to address clients’ needs with insurance and annuity solutions.
Wealth Management Consultant
Location
Arizona
Posted
24 days ago
Salary
Not specified
Job Description
Job Requirements
- 5+ years of success in financial services sales (either wholesale or retail) with a focus on life insurance strategies
- Experience conducting point of sale life insurance sales a plus
- Bachelor's degree as well as additional advanced degrees and/or designations (e.g. CLU, ChFC, CFP) preferred
- Extensive knowledge of life insurance products and their applications in estate, retirement, and business planning
- Series 6 or 7, Series 63, and appropriate life insurance licenses
Benefits
- Comprehensive benefits
- Incentive awards
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