Turn your insurance sales experience into a comprehensive wealth management career.Ready to go beyond insurance sales? Build on your existing sales and relationship-management skills while expanding into investments, retirement planning, and comprehensive wealth management. SWMG provides the training, technology, company-generated leads, and team support to help you develop into a well-rounded Wealth Management Advisor.
Compensation and Benefits- Base salary: $100,000-$150,000
- Performance-based compensation
- Target earnings: $250,000 in Year 1, $500,000 in Year 2, $750,000 in Year 3, and $1,000,000 in Year 4
- Medical, dental, vision, disability, and life insurance
- Paid time off
- 401(k) with company match
Target earnings depend on individual production, asset growth, and achievement of defined business-development objectives.
Key ResponsibilitiesMeet with prospective clients through company-generated leads and networking
Conduct discovery meetings to understand clients' financial goals and needs
Identify opportunities across insurance, investments, retirement, and financial planning
Collaborate with financial planning professionals to develop comprehensive financial plans
Present recommendations and guide clients through implementation
Support client acquisition and onboarding
Build referrals through client relationships and professional networks
Participate in seminars, educational events, and marketing initiatives
Learn and use the firm's financial planning, CRM, and portfolio management technology
Qualifications5+ years of experience in insurance sales, financial services, or a related client-facing role
Active Life and Health Insurance license
Proven ability to prospect, build relationships, present solutions, and close business
Strong communication, consultative sales, and follow-up skills
Ability to explain complex financial concepts clearly
Interest in expanding into investments and comprehensive financial planning
Commitment to ethical conduct and fiduciary responsibility
Preferred Qualifications- Bachelor's degree or equivalent relevant experience
- Existing relationships with high-net-worth individuals or business owners
- Securities registrations or credentials such as CFP®, ChFC®, CLU®, or CFA®
Is This the Right Opportunity for You?You may be a strong fit if you have a successful insurance sales background, enjoy building lasting client relationships, and want to expand your expertise beyond insurance.
If you're ready to develop broader financial planning skills and build a long-term career in wealth management, we encourage you to apply.
