Advisor Consultant

Current Employees and Contractors Apply Here

Osaic Careers

REMOTE Financial Planning Opportunity in Insurance Industry

Advisor Consultant, Highland Capital Brokerage

Location(s):    All Locations/Remote

Role Type:     Full time

Compensation: $50,000 - $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, 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:

We are seeking an Advisory 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. 

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  

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               
• Other duties as assigned

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-pace environment and adapt to change

Preferred Requirements:

• Series 6 & 63 or Series 7

Current Employees and Contractors Apply Here