Advisor Consultant, Highland Capital Brokerage - Remote Role
Core
Recruit and educate financial professionals (RAs, IBs, agents) to sell annuity products and retain existing producers.
Role type
Sales operations consultant (annuities)
Builds
Annuity sales pipelines for registered advisors and independent broker dealers
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Annuity product knowledge, producer recruitment, sales training, compliance (SEC/FINRA/DOL), case design, Microsoft Office proficiency
Preferred skills
Series 6, 63, or 7 licenses
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 that adhere to AG supervision and due diligence standards; 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; Work with internal teams to provide case design reporting and appropriate carrier products and pricing