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Senior Advisor Consultant, Highland Capital Brokerage

Advisor Group locationLeesburg, VA
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40 positions
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40 positions
info linkReport a probelm Originally Posted : September 07, 2021 | Expires : October 7, 2021

Details

Salary
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Job Location
Leesburg, VA, United States

Description

Highland Capital Opportunity in Sales and Operations

Senior Advisor Consultant, Highland Capital Brokerage


Location: 1608 Village Market Blvd S.E., Suite 200, Leesburg, VA 20175

ALL LOCATIONS & REMOTE

Type: Full-time

Summary:

We are seeking a Senior Advisory Consultant to join the team within Highland Capital Brokerage, a member of Advisor Group. This position is primarily responsible for the sale of annuity products to registered investment advisors, independent broker dealers, registered reps as well as independent agents and agencies. A Senior Advisor Consultant is tasked with recruiting and educating new producers on how to incorporate annuities into their practice. This position will shepherd the producer from the initial sales concept through the point of sale with in-depth product knowledge and extraordinary customer service. In addition to recruiting new producers, there will be a heavy emphasis on advisor attrition and reoccurring producers.

Responsibilities:

  • Recruit registered advisors and independent advisors to work with the Field Marketing Organization (FMO)
  • Promote and facilitate fixed and fixed index annuity sales by advisors
  • Recommend best interest products that adhere to AG supervision and due diligence standards
  • Knowledge of SEC, FINRA and DOL compliance rules and regulations
  • 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 leveraging enterprise technologies
  • Work with internal teams, such as new business and marketing, to provide case design reporting and appropriate carrier products and pricing
  • Other duties as assigned

Education Requirements:

  • Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered

Basic Requirements:

  • Insurance license required
  • 5+ years brokerage New Business or Life Insurance company experience is 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-pace environment and adapt to change

Preferred Requirements:

  • Series 6 & 63 required, Series 7

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