Remote Advisor Consultant - Annuity Sales & Growth

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

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.