Offer summary

Qualifications:

Bachelor’s Degree preferred or significant practical experience in lieu of degree., 5+ years of brokerage New Business or Life Insurance company experience required., 3+ years of relevant Financial Services Industry experience., Strong written and verbal communication skills, with proficiency in Microsoft Office applications..

Key responsabilities:

Prospect and recruit advisors to promote insurance planning solutions.

Facilitate sales of life insurance, LTC, DI, and annuities to financial professionals.

Train and educate advisors on insurance product lines and compliance standards.

Collaborate with internal teams to provide case design and product recommendations.

Job description

Current Employees and Contractors Apply Here

Osaic Careers

Sales & Operations Opportunity in Insurance Industry

Sr. Advisor Consultant, Highland Capital Brokerage

Location: ALL LOCATIONS & REMOTE

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.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, 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:

We are seeking a Sr. Advisor Consultant to join the team within Highland Capital Brokerage, a member of Osaic. This position is primarily responsible for the sale of life, LTC, DI, and annuity products to large wirehouse institutions, registered investment advisors, independent broker dealers, registered reps as well as independent agents and agencies. A Sr. Advisor Consultant is tasked with recruiting and educating new producers on how to incorporate insurance product lines and solutions 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:

Prospect advisors within the diverse channels/accounts we work with to bring insurance planning to their clients.
Promote and facilitate life insurance, LTC, DI, and fixed, fixed index annuity sales by advisors.
Recommend best interest products that adhere to supervision and due diligence standards.
Understand the Compliance and Suitability rules of the accounts they’re working within
Knowledge of SEC, FINRA and DOL compliance rules and regulations
Train and educate on uses of all insurance product lines offered 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: