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Internal Sales Consultant, Highland Capital Brokerage

Advisor Group locationSeattle, WA
28 positions

Web Mktg Technology Specialist

Advisor Group locationSeattle, WA
28 positions
info linkReport a probelm Originally Posted : January 12, 2021 | Expires : February 11, 2021


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Job Location
Seattle, WA, United States


Operations Opportunity in Financial Services

Internal Sales Consultant, Highland Capital Brokerage

Location:          ALL LOCATIONS & REMOTE

(Must live in or be willing to work Pacific or Mountain time zone hours (8am-5pm)


We have an opportunity for an Internal Sales Consultant (ISC) within Highland Capital Brokerage, a member of Advisor Group. This role is entitled a consultant because the ISC works directly with VPs, Producers and Financial Professionals as a primary focus. ISCs are consultative and masterful communicators; organized, infinitely coachable and resilient.  The ISC is more proactively focused on producer connectivity vs. technical case design and as a result should focus more time and attention on producer interactions driving sales activity and revenue. However, the ISC will provide case design support. The extent to which they do this will vary based on the number and make up of VPs they support. The ISC is an individual who has a keen interest in sales. This associate is considered the second line of support to the VP by A and B producers.  C and D producers may consider this individual their primary contact.  These individuals may grow into roles such as an AVP or SVP.


  • Partner with the assigned VPs to proactively work with A, B, C & D clients to drive sales activity
  • Work closely with the assigned VP to develop and execute their business plan (where applicable)
  • Identify sales opportunities within the assigned VP's existing block of business and contact those producers to generate follow-up activities for the VP (where applicable)
  • Facilitate the fulfillment of case design requests (VP, Producer and Advisor Connected) by leveraging the internal team of Sales Support Associates.
  • Maintain in-depth knowledge of life products and software systems for case design, analysis and presentation (Life Concepts, custom solutions, etc.)
  • Maintain job knowledge and industry trends by monitoring all product offerings in the industry and gathering current marketplace information on pricing, current products and new products
  • Analyze, prepare and generate basic, and in some cases, advanced life sales proposals and presentations; effectively communicate and apply the details of the design to producers, clients and staff
  • Make recommendations on appropriate products and concepts based on client needs
  • Answer application-specific questions with our Producers
  • Send applications to our Producers (where applicable)
  • Facilitate weekly sales support discussions to ensure all are informed
  • Work with our Producers to promote and assist their access to technology
  • Input activity, contacts opportunities into CRM, as needed
  • Request illustrations based on the specific case request and log in CRM
  • Request revised illustrations as needed based on changes in underwriting, premiums received, etc. and log in CRM
  • Create initial opportunity in CRM as required by the VP
  • Store illustrations in consistent manner
  • Complete and Follow Up on In-Force Illustration Requests as needed
  • Stay informed on available website and collateral material
  • Proactively follow-up with advisors on illustrations previously run to generate appointments for the VP to meet as needed
  •  All other duties as assigned

Education and License Requirements:

  • Bachelor's degree preferred in financial services, or related field, H.S. Diploma or GED certificate + Significant Practical experience will be considered
  • Life and Health License is required


Basic Requirements:

  • 3+ years of related industry experience
  • Excellent written and oral communications
  • Excellent customer service motivation and abilities
  • Self-Motivated, possesses good problem-solving skills
  • Ability to multi-task and work requests to completion
  • Candidate must demonstrate strong willingness to learn
  • Ability to execute tasks in a timely manner

Preferred Requirements:

  • Series 6
  • MS Dynamics CRM proficiency

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