Osaic
DI Advisor Consultant, Highland Capital Brokerage
Osaic, Atlanta, Georgia, United States, 30383
DI Advisor Consultant, Highland Capital Brokerage
Company: Osaic
Location: All Locations / Remote
Role type: Full time
Salary: $60,000 - $70,000 per year plus sales incentive compensation
Summary : We are seeking a DI 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, and independent agents and agencies. A DI Advisor Consultant is tasked with recruiting and educating new producers on how to incorporate insurance product lines and solutions into their practice. The role will shepherd the producer from the initial sales concept through the point of sale, providing in‑depth product knowledge and exceptional customer service, with a heavy emphasis on advisor attrition and recurring producers.
Education Requirements
Bachelor’s degree preferred; high school diploma or equivalent with significant practical experience considered.
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.
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 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.
Equal Opportunity Employer 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, 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 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.
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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Location: All Locations / Remote
Role type: Full time
Salary: $60,000 - $70,000 per year plus sales incentive compensation
Summary : We are seeking a DI 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, and independent agents and agencies. A DI Advisor Consultant is tasked with recruiting and educating new producers on how to incorporate insurance product lines and solutions into their practice. The role will shepherd the producer from the initial sales concept through the point of sale, providing in‑depth product knowledge and exceptional customer service, with a heavy emphasis on advisor attrition and recurring producers.
Education Requirements
Bachelor’s degree preferred; high school diploma or equivalent with significant practical experience considered.
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.
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 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.
Equal Opportunity Employer 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, 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 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.
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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