Osaic
Sr. Advisor Consultant, Highland Capital Brokerage
Join Osaic as a Sr. Advisor Consultant in Highland Capital Brokerage. This role focuses on selling life insurance, long‑term care, disability, and annuity products to large wirehouse institutions, registered investment advisors, independent broker‑dealer firms, and independent agents and agencies. Location:
Remote applicants considered. Hybrid schedule may require 4 days in office weekly. Role Type:
Full‑time Salary:
$55,000–$65,000 per year + sales incentive compensation. Additional benefits include health, vision, dental insurance, 401(k), vacation, sick time, volunteer days and more. Summary:
The Sr. Advisor Consultant is responsible for recruiting and educating new producers on incorporating insurance product lines into their practice, shepherding the producer from initial sales concept through the point of sale with in‑depth product knowledge and customer service. Strong emphasis on advisor attrition and reoccurring producers. Responsibilities: Prospect advisors across diverse channels/accounts to bring insurance planning to their clients. Promote and facilitate life insurance, long‑term care, disability, and fixed, indexed annuity sales through advisors. Recommend best‑interest products that adhere to supervision and due diligence standards. Understand compliance and suitability rules for the accounts being worked within. Knowledge of SEC, FINRA, and DOL compliance rules and regulations. Train and educate on use 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 (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; high school diploma or GED certificate plus significant practical experience will be considered. Basic Requirements: Insurance license required. 5+ years brokerage new business or life insurance company experience required. 3+ years relevant financial services industry experience. Proficient with Microsoft Word, Excel, Outlook, and internet; 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. Equal Opportunity Employer:
Osaic is an equal‑opportunity employer. We celebrate diversity in our workplace and 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. Eligibility:
Applicants 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. Unqualified Applications:
Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies:
Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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Join Osaic as a Sr. Advisor Consultant in Highland Capital Brokerage. This role focuses on selling life insurance, long‑term care, disability, and annuity products to large wirehouse institutions, registered investment advisors, independent broker‑dealer firms, and independent agents and agencies. Location:
Remote applicants considered. Hybrid schedule may require 4 days in office weekly. Role Type:
Full‑time Salary:
$55,000–$65,000 per year + sales incentive compensation. Additional benefits include health, vision, dental insurance, 401(k), vacation, sick time, volunteer days and more. Summary:
The Sr. Advisor Consultant is responsible for recruiting and educating new producers on incorporating insurance product lines into their practice, shepherding the producer from initial sales concept through the point of sale with in‑depth product knowledge and customer service. Strong emphasis on advisor attrition and reoccurring producers. Responsibilities: Prospect advisors across diverse channels/accounts to bring insurance planning to their clients. Promote and facilitate life insurance, long‑term care, disability, and fixed, indexed annuity sales through advisors. Recommend best‑interest products that adhere to supervision and due diligence standards. Understand compliance and suitability rules for the accounts being worked within. Knowledge of SEC, FINRA, and DOL compliance rules and regulations. Train and educate on use 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 (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; high school diploma or GED certificate plus significant practical experience will be considered. Basic Requirements: Insurance license required. 5+ years brokerage new business or life insurance company experience required. 3+ years relevant financial services industry experience. Proficient with Microsoft Word, Excel, Outlook, and internet; 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. Equal Opportunity Employer:
Osaic is an equal‑opportunity employer. We celebrate diversity in our workplace and 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. Eligibility:
Applicants 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. Unqualified Applications:
Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies:
Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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