Life Insurance Planning Specialist

1 month ago


Dallas, Texas, United States PrimeLending Full time

Job Summary

Hilltop Securities Insurance Agency, a subsidiary of Hilltop Securities Holdings Inc., offers a range of insurance products, including annuities, life insurance, and long-term care. We are seeking a Life Insurance Planning Consultant to support our financial advisors in Dallas.

Key Responsibilities

  • Collaborate with financial advisors to integrate insurance solutions into their practices
  • Achieve annual sales goals for insurance solutions
  • Review and improve company policies as needed
  • Assist with solution design, including financial analysis and product selection
  • Participate in conference calls and appointments with advisors and clients
  • Stay up-to-date on regulatory and industry issues

Requirements

  • 1-3 years of financial services experience or completion of a training program
  • Series 6 and 63 licenses required
  • Series 24/26, 7, 65, and 66 licenses preferred
  • Strong knowledge of insurance products and regulations
  • Excellent client service and interpersonal skills
  • Ability to communicate complex information clearly
  • Detail-oriented with strong organizational skills
  • Ability to work under pressure in a fast-paced environment
  • Strong computer skills and experience with CRM tools

The above statements are intended to describe the general nature and level of work being performed by individuals in this position and are not intended to be an exhaustive list of all responsibilities, duties, and skills required.



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