Series 6 and 63 Licensed Wealth Consultant
virtual vocationsDenver, CO
Series 6 and 63 Licensed Wealth Consultant
L5
virtual vocationsDenver, COyesterday
Occupations
Insurance Sales AgentsSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsIndustries
Insurance Agencies and BrokeragesAll Other Insurance Related ActivitiesDirect Life Insurance CarriersTo 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
Apply now (opens in a new tab)
Level
SeniorL5
Location
Denver, CO
Occupation
Insurance Sales Agents
Industry
Insurance Agencies and Brokerages
Posted
yesterday
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