Advisor Consultant, Highland Capital Brokerage - Remote Role

About the role

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 recruits and educates new producers on how to incorporate annuities into their practice, shepherding the producer from the initial sales concept through the point of sale with in-depth product knowledge and extraordinary customer service. There will be a heavy emphasis on advisor attrition and recurring producers.

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 advisors on uses of fixed and fixed index annuities.
• 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.

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-paced environment and adapt to change.

Qualifications

• 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.
• Preferred: Series 6 & 63 or Series 7.

Pay

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

Benefits

• Health, vision, and dental insurance.
• 401k.
• Paid time away.
• Volunteer days.

Additional details can be found on our careers page.