AmeriLifeHiring

Wealth Management Consultant

  • USD 80,000 to 100,000 per year
  • Remote, United States
  • Mid-level
  • Posted 2 weeks ago
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In one line

Field sales consultant covering a set territory, supporting financial advisors with annuity and insurance products and hitting annual sales targets.

About the role

Exclusive support for one advisory channel inside an assigned region, with product training, case design and help at the point of sale driving production and product mix.

At a glance

Pay
USD 80,000 to 100,000 per year
Remote scope
Remote, United States
Seniority
Mid-level
Skills
Series 6, Series 63, CLU, CFP
Posted
13 Oct 2026
Last checked
28 Oct 2026

What you will do

  • Build and keep relationships at national, regional and local levels within the territory.
  • Prospect with assigned advisors and run fact-finding to lift sales results.
  • Train advisors on products, sales and marketing ideas and the new business and underwriting process.
  • Give illustration, case and product design support and assist advisors during client meetings.
  • Run an activity plan that maximizes field contacts across the territory.

What they look for

  • Five or more years of success in financial services sales, wholesale or retail, focused on annuity insurance strategies.
  • Strong knowledge of annuity products and how they fit estate, retirement and business planning.
  • Series 6 or 7, Series 63 and the relevant insurance licenses.

Nice to have

  • Experience selling annuity insurance at the point of sale.
  • A bachelor's degree plus advanced designations such as CLU, ChFC or CFP.

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Questions about this job

Is this job fully remote, and from where?

Yes, it is listed as remote, aimed at candidates in the United States.

What does this job pay?

The posting states USD 80,000 to 100,000 per year.

What experience is needed?

It is a mid-level role. The posting asks for: five or more years of success in financial services sales, wholesale or retail, focused on annuity insurance strategies; strong knowledge of annuity products and how they fit estate, retirement and business planning; series 6 or 7, Series 63 and the relevant insurance licenses. Skills it names include Series 6, Series 63, CLU, CFP.

How do I apply with Keywordise AI?

Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.

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