Sr. Advisor Consultant, Highland Capital Brokerage
1 week ago
Osaic Careers
REMOTE Sales & Operations Opportunity in Insurance Industry
Senior Advisor Consultant, Highland Capital Brokerage
Location(s): All Locations/Remote
Role Type: Full time
Salary: $50,000 - $120,000 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential.
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
The Sr. Advisor Consultant (Sr.AC) is responsible for working together with producers and financial advisors to facilitate the sales of life insurance, long-term care, disability income, and annuities products for their clients. The Sr. AC must demonstrate a strong sales orientation and effectively engage with a broad network of advisors, with primary focus on achieving predefined sales targets. Success in this role will drive significant target premiums and generate substantial revenue to Highland.
Education Requirements:
- 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
- Generate sales through engagement with financial advisors that will drive significant target premium resulting in substantial revenue to Highland
- Creates, cultivates, maintains and enhance relationships with producers and financial advisor relationships to increase sales
- Recruit and educating new producers on incorporating insurance product lines and annuities solutions into their practice, with the emphasis on advisor retention and re occurring producers
- Guide producers from the initial sales concept through point of sale with in-depth product knowledge and extraordinary customer service.
- Acquires and effectively communicates company endorsed sales concepts in alignment with industry, organizational and client compliance standards
- Promote and facilitate sales of Life Insurance, LTC, DI and fixed, fixed index annuity sales by prospecting within Highlands diverse channels/accounts
- Engage in continuous and regular training, practice enhancement programs and peer support study groups
- Provides expert assistance to producers and financial advisors in case design and sales presentations
- Meet minimum NHOR targets as determined by the line of business focus (Life or Annuity)
- Understand and adhere to compliance and Suitability rules of the accounts working within, with knowledge of SEC, FINRA, and DOL compliance and regulations
- Collaborate with internal teams such as New Business and Sales Support to provide case design, reporting and appropriate carrier products and pricing
- 5+ years brokerage New Business or Life Insurance company experience
- 3+ years relevant Financial Services Industry experience
- Strong written and verbal communication and customer service skills
- Passion for customer interaction and a sales-oriented mindset.
- Effective time management skills
- Ability to work in a team environment as well as work independently
- Series 6 and 63 (subject to Sales Team)
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