Sales support specialist

Sales Support Specialist, Annuities, Highland Capital Brokerage

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Sales Support Specialist, Annuities, Highland Capital Brokerage

Location : ALL LOCATIONS & REMOTE

Summary :

We have an opportunity for a Sales Support Specialist within Highland Capital Brokerage, a member of Advisor Group. The Sales Support Specialist will work alongside the Regional Vice Presidents in assisting financial advisors and independent agents with annuity business.

The role will be responsible for helping increase overall annuity sales as well as working within the Ladenburg Product and Income Consulting (LPIC) team to create synergy within Highland Capital Brokerage.

The Sales Support Specialist must be able to work in a fast-paced environment and is able to adapt with change. This position could evolve into a full-time Regional Vice President or Product Consultant in the future.

Responsibilities :

• Work with the annuity sales team by running annuity illustrations and case design in a timely manner (40%)
• Assist advisors and sales team with carrier and product information, current rates / caps, fulfilling supply requests (20%)
• Respond in a timely manner meeting company service levels) for all service and solicitation requests (20%)
• Answer overflow calls from the phone queue (5%)
• Assist with email campaigns and webinars by following up on engaged prospects and writing advisors (5%)
• Assist sales team by prospecting, setting appointments and follow up meetings (10%)
• All other duties as assigned

Education and License Requirements :

• Bachelors degree preferred, H.S. Diploma or GED certificate Significant Practical experience will be considered
• Securities registered

Basic Requirements :

• 3 to 5 years previous work experience
• 1 to 3 years of Financial Services Industry experience
• Excellent written and oral communications
• Excellent customer service motivation and abilities
• Self-Motivated, possesses good problem-solving skills
• Ability to multi-task and work requests to completion
• Candidate must demonstrate strong willingness to learn
• Ability to execute tasks in a timely manner
• Requires Intermediate knowledge of financial services industry trends, directions, major issues, regulatory considerations, and trendsetters;

ability to provide specific financial knowledge and experience to help organizational development

• Intermediate knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing, and preventing fraudulent situations
• Ability to utilize processes, tools, and techniques for detecting, addressing, and preventing fraudulent situations
• Microsoft Office proficiency : ability to use the cross-functional features of its applications to enhance overall organizational efficiency

Preferred Requirements :

• Series 6
• MS Dynamics CRM proficiency

Be A Part Of The Team Behind Our Success! At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams.

Were a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Equal Opportunity Employer Advisor Group 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 Advisor Group.

Unqualified Applications Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions.

Fees will not be paid for unsolicited submissions.

Securities and investment advisory services are offered through the firms : FSC Securities Corporation, Royal Alliance Associates, Inc.

SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC.

Securities are offered through Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc.

Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc.

SagePoint Financial, Inc., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

Advisor Group, Inc. is an affiliate of these firms. Category Description Status

Last updated : 2024-08-29