Source Job

$60,000–$80,000/yr
US

  • Achieve territory sales goals by providing assisted-sales support to national broker/dealers.
  • Build strategic relationships, prospect with assigned advisors, and train them on products and sales ideas.
  • Support illustrations, case design, and point-of-sale client meetings while developing field activity plans.

Life Insurance Relationship Management Communication Presentations

20 jobs similar to Wealth Management Consultant

Jobs ranked by similarity.

US 2w PTO

  • Serve as a strategic business partner to AAA-appointed Independent Agents to grow Life, Health, and Annuity sales.
  • Prospect new accounts through calls, referrals, and networking, then manage the end-to-end sales workflow in Salesforce.
  • Ensure compliance with company guidelines and support agents with training and product expertise.

The Auto Club Group provides membership, travel, insurance, and financial services to millions of members across the U.S. through AAA and affiliated brands. As the second largest AAA club in North America, it serves over 14 million members and fosters an inclusive, collaborative culture focused on professional growth.

US

  • Identify, prospect, and onboard individual clients through networking and targeted outreach.
  • Conduct deep-dive assessments of clients' financial situations and recommend tailored insurance and investment strategies.
  • Manage client relationships and adjust financial plans to adapt to life changes and evolving goals.

The Mathews Agency is a financial services firm that helps individuals and families secure their futures through comprehensive financial planning and insurance solutions. The company fosters an entrepreneurial culture and provides best-in-class coaching and training.

$144,000–$261,000/yr
US

  • Develop and execute a territory business plan to drive sales, asset growth, and market share.
  • Build and strengthen relationships with financial advisors, broker-dealers, and key decision-makers.
  • Lead client presentations and deliver investment insights as a trusted advisor.

T. Rowe Price is a global asset management firm providing investment solutions and a broad range of equity, fixed income, and multi-asset capabilities. With more than 85 years of experience, the firm fosters a collaborative culture that values diversity and supports associates' growth.

US

  • Speak with people who asked for information about financial protection options.
  • Map needs to available protection options and run a simple enrollment flow.
  • Build and service a client list to maintain long-term relationships.

They help families find protection options through a remote sales model using warm leads. They foster a competitive, coachable environment for self-starters.

US

  • Assess client needs and teach financial protection options.
  • Maintain ongoing client relationships and perform administrative tasks.
  • Work remotely with a qualified-interest pipeline and no cold calling.

Global Elite Empire Consultants specializes in financial protection consulting, helping clients assess needs and select suitable options. The company offers a remote, performance-driven culture with full training and advancement opportunities.

Global

  • Work from home on a team that helps families understand and set up protection options.
  • Flexible hours with mentorship and clear expectations for success.
  • Growth path based on performance, with coaching instead of sink-or-swim.

Global Elite Empire Consultants is a remote team that helps families understand and set up protection options. The company emphasizes flexible hours, mentorship, and a culture of honest conversations and integrity.

US Unlimited PTO

  • Own a territory and its production target, growing bound premium and policy count through independent agencies.
  • Build in-person agency relationships, pitch Branch's value, and drive quality quoting behavior.
  • Track pipeline, address objections, and report field insights to internal teams.

Branch is an insurance technology company that uses data, tech, and automation to make insurance simpler, more affordable, and more accessible. The company is remote-first and people-focused, with a culture built on transparency, pay equity, and flexibility.

US 6w maternity 6w paternity

  • Drive strategic agency growth through field visits and tailored territory engagement plans to boost quoting and binding.
  • Enable agency partners with tools, training, and co-marketing strategies to maximize production with Openly.
  • Monitor portfolio performance and channel market intelligence to support underwriting, product, and strategy teams.

Openly is redefining insurance with data-driven underwriting and tailored coverage, replacing complexity with clarity. The company values simplicity, empathy, and innovation, with a remote-first culture focused on collaboration and work-life balance.

  • Speak with pre-qualified leads who have requested information about financial protection options.
  • Map client needs to available solutions and run a simple enrollment process.
  • Build and service a client list while working flexible remote hours.

Global Elite Empire Consultants provides financial services through a remote model with warm leads and training. It is a competitive environment that values self-starters and offers ongoing mentorship.

US

  • Run video meetings and work warm leads to build your book of business.
  • No cold calling—conversations start with interest.
  • Control your calendar with full-time or part-time structure.

Global Elite Empire Consultants is a remote insurance sales company that provides a structured process and coaching to help agents succeed. They emphasize a flexible, home-based culture with promotion based on production rather than politics.

$60,750–$60,750/yr
US

  • Develop and maintain high-level annuity production through business plans and relationships with financial institutions.
  • Execute wholesaling functions to attain sales goals with top producers in the Edward Jones/P&C channel.
  • Coordinate and execute a regional business plan with internal wholesalers to grow advisor relationships and sales.

Protective helps protect customers against life's uncertainties with insurance and protection products. As a company, it offers a broad benefits package and promotes a culture focused on employee wellbeing and work/life balance.

US

  • Speak with people who asked for information
  • Map needs to available protection options
  • Run a simple enrollment flow and build/service a client list

Global Elite Empire Consultants is a remote financial-services company focused on helping families with protection options through warm leads and a structured training system. The culture emphasizes self-starters, ongoing mentorship, and a performance-driven environment.

Global

  • Take requested conversations with warm leads about financial protection.
  • Explain benefit options simply and help clients enroll when it is a fit.
  • Maintain a clean follow-up rhythm to drive results.

We help clients understand financial-protection options through request-based conversations. We offer remote work, coaching, and leadership growth, hiring competitive, coachable people.

US

  • Speak with people who have requested information about insurance options.
  • Map client needs to available protection plans and run a simple enrollment flow.
  • Build and service a client list using pre-qualified warm leads and ongoing mentorship.

Global Elite Empire Consultants is a financial-services company connecting families with insurance protection via a remote, warm-lead sales model. They emphasize coaching, mentorship, and high performance, providing remote tools and flexible hours.

US

  • Speak with people who asked for information about financial protection.
  • Map client needs to available protection options and run a simple enrollment flow.
  • Build and service a client list using provided warm leads.

Global Elite Empire Consultants provides financial services and protection options to families using warm leads. The company operates remotely with a focus on performance-driven culture and flexible hours.

Global

  • Speak with pre-qualified warm leads who requested information
  • Map client needs to available protection options
  • Run a simple enrollment flow and service a client list

Global Elite Empire Consultants provides remote financial services, connecting clients with protection options through a lead-driven, training-supported process. The company fosters a competitive, coaching-friendly culture for self-starters looking to build a long-term career.

$76,829–$142,213/yr
US

  • Manage and develop a designated sales territory of independent insurance agencies with complex profiles.
  • Build strong relationships and influence agencies to quote and sell Mercury products to their customers.
  • Execute data-driven sales strategies to grow market share and achieve sales objectives.

Mercury Insurance is a property and casualty insurance provider focused on helping people reduce risk and overcome unexpected events. Recognized as one of America's Best Midsize Employers for 2026, the company fosters a collaborative and inclusive culture with a focus on growth and development.

$75,000–$235,000/yr
US

  • Sell life and health insurance products to warm leads provided by a state-of-the-art system, with no cold calling.
  • Earn uncapped income through a 100% commission structure with residuals, bonuses, and performance incentives.
  • Utilize proprietary CRM and automation tools while receiving world-class training and mentorship to build your independent business.

The Essex Agency provides life and health insurance products to help families protect their financial futures. The agency fosters an entrepreneurial, mission-driven culture with world-class mentorship and a focus on work-life balance.

US

  • Take requested conversations from warm leads, not cold lists
  • Explain financial-protection benefit options and help clients enroll when it's a fit
  • Maintain a clean follow-up rhythm and meet activity goals

We help clients understand and enroll in financial-protection options. Our remote team is built around coaching, accountability, and creating paths into leadership for high performers.

US

  • Assess client needs and present insurance options through virtual meetings.
  • Maintain relationships and handle admin tasks like notes, appointments, and CRM hygiene.
  • Work from home with a qualified-interest pipeline and no cold calling.

Global Elite Empire Consultants is a remote insurance company that helps clients assess needs and select coverage options. They offer a performance-driven, competitive culture with full training and a qualified lead pipeline.