Advisor Consultant, Highland Capital Brokerage - Remote Role
Core
Recruit and educate financial professionals (RAs, IBs, agents) on selling fixed and fixed index annuities, guiding them from sales concept to point of sale.
Role type
Sales enablement consultant (annuities)
Builds
Annuity product sales pipelines for registered advisors and independent brokers
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
annuity product knowledge, sales enablement, regulatory compliance (SEC/FINRA/DOL), business writing, carrier product selection
Preferred skills
Series 6, Series 63, Series 7 licenses
Technologies
Microsoft Office suite, carrier and vendor websites
Responsibilities
Recruit registered advisors and independent advisors to work with the Field Marketing Organization; Promote and facilitate fixed and fixed index annuity sales by advisors; Recommend best interest products adhering to AG supervision and due diligence standards; Train and educate advisors on uses of fixed and fixed index annuities; Develop client profile strategies to assist financial professionals in identifying sales opportunities; Work with internal teams to provide case design reporting and appropriate carrier products and pricing