REMOTE Sales & Operations Opportunity in Insurance Industry
Senior Advisor Consultant, Highland Capital Brokerage
Location(s): All Locations/Remote
Role Type: Full time
Salary: $50,000 - $120,000 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential.
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Summary:
The Sr. Advisor Consultant (Sr.AC) is responsible for working together with producers and financial advisors to facilitate the sales of life insurance, long-term care, disability income, and annuities products for their clients. The Sr. AC must demonstrate a strong sales orientation and effectively engage with a broad network of advisors, with primary focus on achieving predefined sales targets. Success in this role will drive significant target premiums and generate substantial revenue to Highland.
Education Requirements:
- Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
- Life & Health Insurance License
Responsibilities:
- Generate sales through engagement with financial advisors that will drive significant target premium resulting in substantial revenue to Highland
- Creates, cultivates, maintains and enhance relationships with producers and financial advisor relationships to increase sales
- Recruit and educating new producers on incorporating insurance product lines and annuities solutions into their practice, with the emphasis on advisor retention and re occurring producers
- Guide producers from the initial sales concept through point of sale with in-depth product knowledge and extraordinary customer service.
- Acquires and effectively communicates company endorsed sales concepts in alignment with industry, organizational and client compliance standards
- Promote and facilitate sales of Life Insurance, LTC, DI and fixed, fixed index annuity sales by prospecting within Highlands diverse channels/accounts
- Engage in continuous and regular training, practice enhancement programs and peer support study groups
- Provides expert assistance to producers and financial advisors in case design and sales presentations
- Meet minimum NHOR targets as determined by the line of business focus (Life or Annuity)
- Understand and adhere to compliance and Suitability rules of the accounts working within, with knowledge of SEC, FINRA, and DOL compliance and regulations
- Collaborate with internal teams such as New Business and Sales Support to provide case design, reporting and appropriate carrier products and pricing
Basic Requirements:
- 5+ years brokerage New Business or Life Insurance company experience
- 3+ years relevant Financial Services Industry experience
- Strong written and verbal communication and customer service skills
- Passion for customer interaction and a sales-oriented mindset.
- Ability to work in a team environment as well as work independently