Sr. Advisor Consultant, Highland Capital Brokerage

Sales & Operations Opportunity in Insurance Industry

Sr. Advisor Consultant, Highland Capital Brokerage

Location(s): All Locations/Remote

3535 Grandview Pkwy., Suite 500, Birmingham, AL 35243

2300 Windy Ridge Parkway, Atlanta, GA 30339

Remote applicants will be considered for this role.

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Role Type: Full-time

Salary: $55,000 - $65,000 per year + Sales Incentive Compensation

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. 

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: 

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:

• Series 6 & 63 preferred, or Series 7

Osaic 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.

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 Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.