Advisor Consultant,

Osaic Careers

Sales & Operations Opportunity in Insurance Industry

Advisor Consultant, Highland Capital Brokerage

Type : Full-time

Compensation : $55,000 - $150,000 expected 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential.

Summary :

We are seeking an Advisor 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.

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.
• All other duties as assigned.

Education Requirements :

Bachelor’s Degree Preferred, H.S. Diploma or GED certificate Significant Practical Experience will be considered.

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-paced environment and adapt to change.

Preferred Requirements :

• Series 6 & 63 required, Series 7

Last updated : 2024-03-30

Salary : $55,000 - $150,000