Advisor Consultant, Highland Capital Brokerage - Remote Role

Advisor Group; Birmingham (AL); Hybrid; USD 50,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Highland Capital Brokerage, a member of Osaic, is seeking an Advisory Consultant to recruit and educate new producers on annuity solutions for registered investment advisors, independent broker dealers, registered reps, and independent agents.

In this role you will shepherd the producer from concept to sale with in-depth product knowledge and exceptional customer service, focusing on advisor recruitment and reoccurring producers, while supporting field marketing initiatives remotely.

Qualifications

• Insurance license required and valid in the US.
• Minimum 3–5 years in financial services brokerage.
• Strong written and verbal communication.
• Proficient with Microsoft Word/Excel/Outlook and internet tools.

Responsibilities

• Recruit registered advisors and independent advisors to work with the Field Marketing Organization (FMO).
• Promote and facilitate fixed and fixed index annuity sales by advisors.
• Recommend best interest products that adhere to AG supervision and due diligence standards.
• Knowledge of SEC, FINRA and DOL compliance rules and regulations.
• Train and educate on uses of fixed and fixed index annuities to advisors.
• Develop client profile strategies to assist financial professionals in identifying and maximizing sales opportunities leveraging enterprise technologies.
• Work with internal teams, such as new business and marketing, to provide case design reporting and appropriate carrier products and pricing.
• Other duties as assigned.

Skills

Communication skills

Customer service

Sales support

MS Office

Business writing

Education

Bachelor’s degree preferred

Life & Health Insurance License

Tools

Carrier websites

Job description

REMOTE Financial Planning Opportunity in Insurance Industry

Advisor Consultant, Highland Capital Brokerage

Location(s): All Locations/Remote

Role Type: Full time

Compensation:

$50,000 - $150,000 expected 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.

Summary:

We are seeking an Advisory Consultant to join the team within Highland Capital Brokerage, a member of Osaic, Inc. This position is primarily responsible for the sale of annuity products to registered investment advisors, independent broker dealers, registered reps as well as independent agents and agencies. An Advisor Consultant is tasked with recruiting and educating new producers on how to incorporate annuities into their practice. This position will shepherd the producer from the initial sales concept through the point of sale with in-depth product knowledge and extraordinary customer service. In addition to recruiting new producers, there will be a heavy emphasis on advisor attrition and reoccurring producers.

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:

• Recruit registered advisors and independent advisors to work with the Field Marketing Organization (FMO)
• Promote and facilitate fixed and fixed index annuity sales by advisors
• Recommend best interest products that adhere to AG supervision and due diligence standards
• Knowledge of SEC, FINRA and DOL compliance rules and regulations
• Train and educate on uses of fixed and fixed index annuities to advisors
• Develop client profile strategies to assist financial professionals in identifying and maximizing sales opportunities leveraging enterprise technologies
• Work with internal teams, such as new business and marketing, to provide case design reporting and appropriate carrier products and pricing
• Other duties as assigned

Basic Requirements:

• Insurance license required
• 5+ years brokerage New Business or Life Insurance company experience is required
• 3+ years relevant Financial Services Industry experience
• Proficient with Microsoft Word, Excel, Outlook, and Internet Explorer, including carrier and vendor websites
• Business writing skills – Intermediate level
• Able to learn new technology as needed
• Strong written and verbal communication and customer service skills
• Capacity to multi-task and excel in a dynamic, fast-pace environment and adapt to change

Preferred Requirements:

• Series 6 & 63 or Series 7

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.