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Wealth Management Consultant (Remote - Texas) at Jobgether. This position is posted by Jobgether on behalf of . Saybrus Partners. . We are currently looking for a . Wealth Management Consultant. in . Texas (USA). .. As a Wealth Management Consultant, you’ll play a pivotal role in supporting financial professionals by delivering tailored life insurance and annuity solutions to meet a broad range of client needs — from income and estate planning to business protection. This is a consultative, relationship-focused role where your ability to train, guide, and assist advisors directly at the point of sale will drive meaningful impact. You’ll be the go-to expert for advisors, blending technical knowledge with interpersonal finesse to build trust and boost territory sales performance. This is an excellent opportunity for a driven and strategic sales professional who thrives on achieving results in a dynamic and flexible environment.. . Accountabilities:. . Cultivate and manage strategic relationships at the national, regional, and local levels within your assigned territory.. . Work closely with advisors to uncover client needs through fact-finding and prospecting, supporting them in designing effective insurance strategies.. . Deliver hands-on training to advisors on products, features, and best practices for both sales and underwriting processes.. . Provide direct assistance during client meetings, supporting illustration and case design, and enhancing advisor confidence.. . Create and execute an activity plan that maximizes productive field engagement across your advisor base.. . Consistently work toward meeting or exceeding annual sales goals, penetration targets, and product diversity metrics.. . . . Minimum of 5 years of proven success in financial services sales, ideally with a strong focus on life insurance distribution (retail or wholesale).. . Demonstrated experience in point-of-sale life insurance consulting is a strong plus.. . Bachelor’s degree required; advanced designations such as CLU, ChFC, or CFP are highly desirable.. . Deep understanding of life insurance products and how they apply to estate, retirement, and business planning.. . Strong communication, presentation, and interpersonal skills with a goal-driven and self-starting mindset.. . Must hold Series 6 or 7, Series 63, and appropriate state life insurance licenses.. . Company Location: United States.