Wealth Management Consultants
Core
Individual producer performing financial planning, sales activities, and wealth management for clients to achieve sales targets and manage the overall production numbers.
Role type
Individual producer wealth management consultant
Builds
Insurance policies, financial plans, and wealth accumulation strategies for clients
Domain
Insurance and Wealth Management
Required skills
Financial planning, sales execution, client portfolio management, wealth accumulation planning, legacy planning, estate planning knowledge, customer service, lead generation, regulatory compliance (Fit & Proper)
Preferred skills
HNW case management, trust services knowledge
Technologies
CMFAS M5, M9, M9A, HI certifications
Responsibilities
Perform financial planning exercises with clients, manage inquiries and referrals from partners, ensure seamless customer experience from application to policy inception, attend to servicing queries and complaints, provide financial advice based on client needs, drive company initiatives like lead generation campaigns, participate in sales training and CPD hours
Seniority
Mid-level, individual contributor