Wealth Management Consultant - Life & Annuity Solutions
Ameri-Life & Health Services
AmeriLife, through Saybrus Partners, is seeking a Wealth Management Consultant to drive territory sales for life insurance and annuity solutions with national broker/dealers. You will partner with financial professionals to grow production and diversify the product mix. The role requires a goal‑oriented self‑starter with 5+ years in financial services sales, relevant licenses, and strong presentation skills; compensation reflects experience and credentials, with a comprehensive benefits package. #J-18808-Ljbffr AmeriLife
$80k - $125k
...in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.... ...looking for a dynamic individual for the role of Wealth Management Consultant, a critical role in the success of Saybrus Partners...SuggestedLocal area- ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Jamaica... ..., or a wide range of work and life experiences. These journeys foster... ...including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Financial Solutions Advisor Registration Candidate - Greater Queens NY Market... ...education, or a wide range of work and life experiences. These journeys foster... ...such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and...SuggestedTemporary workWork at officeFlexible hoursShift workDay shift
- ...education, or a wide range of work and life experiences. These journeys foster... ...advice and customized solutions to clients to help them achieve their... ...including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with... ...key member of the Defined Contribution (DC) Consulting team and will serve as a territory-based sales...SuggestedRemote work
- Managing Director - Business Risk Advisor LeadFinancing and Portfolio SolutionsBusiness Risk... ...State Street's Financing and Portfolio Solutions franchise, which includes Agency Lending,... ...development opportunities, flexible work-life support, paid volunteer days, and vibrant...Full timeWork at officeFlexible hours
- ...annual incentiveComprehensive health and life insurance and well-being benefits, based... ...Associate Director for Digital Asset Solutions is accountable for translating the product... ...product roadmaps, technology execution, risk management, and talent to improve delivery...Remote workFlexible hours
$120k - $160k
...work closely with Relationship Managers, Service Managers and... ...: execution, administration, wealth management, and accounting support... ...services, equity compensation consulting or issuer plan management with... ...to identify and implement solutions• undergraduate degree in business...Full timeHome officeFlexible hours- ...education, or a wide range of work and life experiences. These journeys foster... ...advice and customized solutions to clients to help them achieve their... ...such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...ownership, and real impact? At Bankers Life, we’re looking for driven individuals who... ...success. About the Role As a wealth management trainee on our team, you'll work one-on... ...to create personalized financial solutions, while building meaningful relationships...Full timeTraineeship
- ...families in funeral, cremation, and memorial decisions with care. This remote role, based in Vermont, requires active Funeral Director and Life Insurance Producer licenses and up to 50% travel within the region. You will educate families on options, coordinate with partners,...Remote job
- ...to offer the best investment solutions to meet their financial... ...Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...A valid and active Life, Health and Long Term Care Insurance... ..., member of FINRA and SIPC. Annuities are made available through Chase...
$66.36k
J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY Join... ...to offer the best investment solutions that meet their financial... ...starting. Valid and active Life, Health and Long‑Term Care Insurance... ..., member of FINRA and SIPC. Annuities are made available through...Full time- Insurance Supermarket Inc. is hiring licensed life insurance advisors for remote, full-time work in the United States. You will handle inbound inquiries, guide clients on suitable insurance products, and meet performance targets in a structured, remote environment. The...Remote jobFull time
$61k - $119k
...Services · Retirement Solutions · Business Needs Analysis... ...for protection, and annuities for guaranteed income in... ...your workday around your life and achieve uncapped... ...client's unique needs Manage your client's financial... ...Northwestern Mutual Wealth Management Company® (NMWMC...Full timeContract workFor contractorsWork at office$22.05 per hour
...partnering with New York Life to find qualified... ...planning, and investment solutions to individuals, families... ...planning, protection, and wealth-building strategies.... ...including life insurance, annuities, and investments.... ...support. Build and manage a personal book of business...Work experience placement$120.56k
...leader. At New York Life, you build your... ...a broad portfolio of solutions to meet diverse client... ...including life insurance, annuities, long-term care, disability... ...retirement planning,⁶ wealth advisory,⁷ estate... ...subsidiary. ⁵Wealth management and advisory services...Full timeContract workPart timeWork at officeFlexible hours$130k - $145k
...investment, development, brokerage and property management. Our experience spans diverse property... ..., office, data centers, hotel, and life sciences. Across 35 offices nationwide,... ...collaborating to provide dynamic, tailored solutions. Whether representing a tenant, advising...Contract workWork at officeLocal areaRemote workShift work- ...Are you an experienced Property Manager ready to join our fantastic team of professionals... ...motivate your team. Problem-solving: Solution-based thinking skills are highly valued.... ...MMS Group believes in a healthy work-life balance. Keeping our employees in mind, here...Contract workWork at office
$176.72k - $265.08k
...CitiOverviewThe NAM and LATAM Wealth Markets Technology... ...needs into technology solutions and influencing... ...operations, including order management, execution, and post-... ....System Design: Consult with end-users to identify... ...vision coverage; 401(k); life, accident, and...Odd jobFull time- ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.... ...products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments...Temporary workWork at officeMonday to FridayShift workDay shift
- ...value client relationships through tailored wealth solutions? Why HSBC HSBC is one of the... ...Opportunity As a Wealth Relationship Manager, you’ll work closely with a Wealth Relationship... ...66 (or 63 and 65) licensing required Life and Health insurance licenses or willing...Local area
- ...clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence... ...advisor, member of FINRA and SIPC. Annuities are made available through Chase...
- ...offers a structured path to becoming a wealth manager through licensing and employment. Role... ...and guidance Product and Service Consultation: Discuss financial products and services... ...: In-office presence required Work-Life Balance: Flexible schedule to maximize...Full timeWork experience placementWork at officeLocal areaFlexible hours
- Jerry.ai is seeking 2-3 Product Managers to drive progress across new product bets, including motorcycle insurance (launched), home insurance (launched), and other asset-related products. You will ramp quickly on a new domain, distill data and insights, build and ship...
- Simmons Bank in Wynnewood, OK seeks a Senior Relationship Banker to grow and retain client relationships, advising on financial solutions and guiding customers through banking products with a focus on service excellence. The role involves opening and closing accounts, handling...
- ...relationships with individuals and local businesses in our community. You will explain banking products, assist clients with digital solutions, and provide knowledge on mortgage, business and installment loan options using the latest technology. The role includes training,...Local area
- ...Relationship Banker to join a Chase Branch. You will build and maintain meaningful client relationships, offering thoughtful financial solutions and leveraging digital tools to enhance everyday banking. You will communicate clearly, comply with regulations, and collaborate...
- ...help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client...Full timeWork at office
- ...departments.Present high-level cases to upper management and other stakeholders in a committee... ....Will be recognized as the company consultant within specialty area.Handle special projects... ...: Health, dental, vision, dental, life, disability, wellness, paid time off, 40...16 hoursFull timeWork experience placement
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