Wealth Management Consultant (Remote - Texas)

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.

Accountabilities:

• 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

• Minimum of 5 years of proven success in financial services sales, ideally with a strong focus on life insurance distribution (retail or wholesale).
• Demonstrated experience in point-of-sale life insurance consulting is a strong plus.
• Bachelor’s degree required; advanced designations such as CLU, ChFC, or CFP are highly desirable.
• Deep understanding of life insurance products and how they apply to estate, retirement, and business planning.
• Strong communication, presentation, and interpersonal skills with a goal-driven and self-starting mindset.
• Must hold Series 6 or 7, Series 63, and appropriate state life insurance licenses.

Benefits

• Highly competitive compensation package including base salary, incentives, and performance-based awards.
• Flexible work arrangements, including remote work opportunities.
• Comprehensive health benefits (medical, dental, vision).
• Generous paid time off and work-life balance initiatives.
• Retirement savings plan and financial wellness support.
• Career development resources and access to professional certifications.
• Collaborative company culture that encourages open communication and idea-sharing.

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.
When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.
🔍 Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience and achievements.
📊 It compares your profile to the job’s core requirements and past success factors to determine your match score.
🎯 Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.
🧠 When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.
The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role.
Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team.

Thank you for your interest!

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