About this role

Establishing and maintaining strategic partner relationships.
Training advisors on products and features, sales, and marketing ideas as well as new business processes
Providing illustration, case, and product design support.
Present annuity products and sales concepts via national webinars
Developing and implementing an activity plan that maximizes contacts with assigned partnerships.
Attend partnership meetings and national conferences
Assisting in preparation of the region's sales and marketing plan.
Appropriately represent products with assigned accounts.
Promoting Saybrus’ annuity portfolio via presentations to groups of advisors.

Wealth Management Consultant

Key skills