Advisor Consultant, Highland Capital Brokerage

Recruit and develop relationships

You will recruit and develop relationships with registered investment advisors, independent advisors, representatives, agents, and agencies to expand the producer network and generate new business opportunities.

Promote and facilitate sales

Promote and facilitate fixed and fixed indexed annuity sales, helping financial professionals identify appropriate opportunities and integrate solutions into their practices.

Educate and train advisors

Educate and train advisors on annuity products, positioning strategies, product features, and effective approaches for identifying client opportunities.

Support advisor retention

Serve as a trusted advisor throughout the sales lifecycle, providing product expertise, responsive service, and guidance from initial sales concept through point of sale. Support advisor retention and recurring production by developing strong long-term relationships and proactively identifying opportunities to deepen engagement.

Collaborate with internal teams

• Develop client-profile and sales strategies that help financial professionals identify and maximize opportunities using available enterprise technologies and resources.
• Partner with new business, marketing, carrier, and other internal teams to coordinate case design, reporting, product selection, pricing, and sales support.

Compliance and technology

• Maintain awareness of applicable SEC, FINRA, DOL, insurance, and other regulatory and compliance requirements relevant to annuity distribution.
• Manage multiple priorities in a fast-paced environment while maintaining a high standard of customer service, communication, and follow-through.

Qualifications

• Bachelor’s degree preferred; a high school diploma or equivalent combined with significant relevant practical experience may be considered in lieu of a degree.
• Active Life & Health Insurance license is required.
• At least 5 years of experience in brokerage new business or within a life insurance company, plus 3+ years of relevant financial services industry experience.
• Demonstrated experience in annuity sales, insurance distribution, financial services, advisor support, or a closely related field.
• Strong understanding of fixed and fixed indexed annuities and the ability to explain complex product concepts clearly to financial professionals.
• Working knowledge of SEC, FINRA, DOL, insurance, supervision, and due-diligence requirements.
• Strong business development, relationship-management, consultative selling, and customer-service skills.
• Excellent written and verbal communication skills, including intermediate-level business writing capabilities.
• Proficiency with Microsoft Word, Excel, Outlook, internet-based tools, and carrier/vendor websites, with the ability to quickly learn new technologies.
• Strong organizational and multitasking skills, with the ability to prioritize effectively in a dynamic, fast-moving environment.
• Series 6 and 63 or Series 7 licenses are preferred.

Compensation and Benefits

• Compensation: $50,000–$150,000 in expected first-year earnings through a draw plus uncapped commission-based compensation structure.
• Significant earning potential tied to sales performance and business development.
• Remote work opportunity available across the United States.
• Health, vision, and dental insurance.
• 401(k) retirement benefits.
• Paid time away and volunteer days.
• Additional employee benefits and programs designed to support professional and personal well-being.
• Opportunity to build a strong book of advisor relationships and grow within the financial services and insurance industry.